Participants Show Interest in Alternative Investments, but Knowledge Gaps Remain
In a new Schroders survey, workers expressed interest in private market investments, but many do not understand the benefits of...
Tag: private equity
Retirement Industry People Moves
Great Gray Trust Co. names Craig McKenna sales head; PCS Retirement appoints new CEO; Aon adds a director to Chicago...
Benefits |
DB Plans’ Experience Provides No Playbook for DC Plans to Incorporate Private Equity
According to a Morningstar report, large private sector pension funds’ experience allocating to PE is not particularly instructive for defined...
Research Shows 4-Year Low for Admin Fees in Public Sector Plans
Investment management fees fell by 10 basis points, but respondents still reported negative returns in data mostly gathered from 2022.
Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms
San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors
The U.S. is falling behind other countries in offering alternative investments in defined contribution plans, according to speakers at the...
ESOP Creation Deterred by Lack of Valuation Rules, Report Says
A report from Matrix Global Advisors found that ESOPs need clear rules on valuation, which SECURE 2.0 requires the DOL...
Retirement Industry People Moves
Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.
USI Insurance Services Gets Equity Investment Increased
Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.
Indiana Erector Set Manufacturer’s Former Chairman Sued by ESOP Participants
The plaintiffs allege fiduciary breaches occurred in a leveraged buyout after the company founder’s death.
Retirement Industry People Moves
SPARK Institute elects new governing board led by T. Rowe Price’s Collins; BPAS promotes Jason Disco to lead defined benefit...
Asset-Diversified TDFs Produce Better Retirement Results When Exposed to Alts
Retirement research highlights increased investment returns for workers in defined contribution plans through diversification, including alternative assets.
ERISA Amendment Could Lead to Increased Investment in Alternative Assets
The Retirement Savings Modernization Act would explicitly state that 401(k) plans can include investments in all asset classes, though this...
Practical Implications of DOL’s Latest Private Equity Statement
The Department of Labor’s supplemental statement is a tonal shift rather than a substantive change that reflects the continuing courtship...
Private Equity in DC Plans Could Improve Retirement Savings Shortfalls
Research shows that replacing target-date fund equity allocations with private equity can boost retirement income adequacy for participants who have...
DOL Clarifies Stance on Private Equity Investments in DC Plans
The supplemental statement refines its June 2020 information letter on including private equity investments in participant-directed retirement savings plans.
Considering New Uses for SDBAs
Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Products |
Investment Product and Service Launches
NTAM announces new ESG score; Vanguard expands access to private equity; and MSCI builds private infrastructure modeling service.
Products |
DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans
The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
Guaranteed Income, Private Equity Coming Soon to a TDF Near You
Legislation, regulations and market volatility will serve as catalysts for inclusion of income products and private equity in target-date funds,...