Ask the Experts | July 21st, 2020 Did DOL Guidance Permit Private Equity Investments in 403(b)s and 457(b)s? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research | June 19th, 2020 Study Suggests Private Equity Doesn’t Outperform Stock Indices The release of the study comes after the DOL issued an Information Letter sanctioning the use of private equity in...
Investing | June 11th, 2020 Private Equity in DC Plans an Opportunity to Improve Outcomes Plan sponsors should follow prudent processes the DOL laid out in its recent guidance, and there are already solutions in...
Compliance | June 3rd, 2020 DOL Sanctions Use of Private Equity in Asset Allocation Funds in DC Plans An Information Letter addresses concerns with offering private equity in DC plans with five paragraphs detailing considerations for plan fiduciaries...
Investing | January 16th, 2020 How to Include Private Equity in DC Plans Serge Boccassini, with Northern Trust Asset Servicing, explains how his firm has been doing so for 10 years.
Investing | November 21st, 2019 Private Equity Could Boost DC Plan Participant Returns Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
Investing | December 5th, 2018 Institutional Investors Bracing for Continued Market Volatility in 2019 They also expect the bull market will end in the coming year.
Investing | August 14th, 2018 Crowded Private Debt Market Confounds Institutional Investors A Willis Towers Watson report suggests large capital flows into certain squeezed portions of the private credit market are creating...