Data & Research May 26th, 2026 Gold Surge Draws Retirees, but Risks Remain Experts say precious metals are drawing renewed interest as alternative investments in individual retirement accounts.
Data & Research May 21st, 2026 Private Capital in DC Plans May Reach $1T by 2030, per Deloitte The consulting firm forecasted that the adoption of private capital in defined contribution plans will reach 6% in less than...
Compliance April 22nd, 2026 Former DOL Leaders, Industry Groups Seek Extended Feedback for Alts Rule As the Department of Labor publishes comments on its proposed rule on alternative investments in defined contribution plans, industry leaders...
Compliance April 14th, 2026 Unpacking the DOL ‘Safe Harbor’ for Alternative Investments Courts are not required to treat the Department of Labor’s six-factor test for plan fiduciaries as anything more than one...
Data & Research April 9th, 2026 Adams Street Partners Finds Advisers Keen on Private Markets Among surveyed advisers, 70% said they believe more clients will invest in private markets over the next three years.
Data & Research April 8th, 2026 Employee Retirement Confidence Trails Plan Sponsors’ Optimism While more than half of surveyed employers were confident about employees’ abilities to retire on time, participants were far more...
Compliance March 31st, 2026 DOL Proposed Alts Rule Could Fuel Future ERISA Cases The Department of Labor may help fiduciaries with its scenarios and test cases on including alternative investments in defined contribution plans,...
Compliance March 30th, 2026 DOL Releases ‘Safe Harbor’ Regulation for Alts in DC Plans The much-anticipated safe harbor aims to reduce ‘regulatory burdens and litigation risk’ for the inclusion of private assets in defined...
Compliance March 25th, 2026 DOL Alternative Assets Rule Passes White House Review The Department of Labor can finalize the rule after a public comment period lasting 30 or 60 days.
Compliance March 23rd, 2026 BlackRock CEO Fink, SEC Commissioner Uyeda Tout Private Assets in DC Plans While policymakers and market leaders anticipate expanded access, industry experts still have concerns over transparency fees and liquidity.
Data & Research February 20th, 2026 DC Plans Shift Toward Passive TDFs, Lower Fees Plan assets grew 27-fold while the number of participants increased 8-fold over 2 decades, per NEPC.
Data & Research February 17th, 2026 The Appeal of—and Concerns About—Private Markets in DC Plans Retirement Advisor Council survey respondents shared which plans they think are best suited for private assets investments.
Compliance February 13th, 2026 SEC Chair Atkins Updates House on Introducing Private Assets to DC Plans Addressing the House Committee on Financial Services, Paul Atkins said that 401(k)s should have access to alternative investments, much like...
Compliance February 13th, 2026 Supreme Court Delays Intel 401(k) Hearing Until October Intel workers are contesting the private equity investments within their 401(k) plan.
Compliance January 22nd, 2026 DOL Rule on Alternative Investments in DC Plans to Focus on Process The Department of Labor’s rule could be presented for public comment as soon as early February.
Opinions January 8th, 2026 Busting 5 Myths About Private Market Investments Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy break down five misconceptions about utilizing...
In Practice January 6th, 2026 A New Year of Evolution for Alts in DC Plans Industry experts say 2026 will be defined by policy momentum and plan sponsor caution over alternative assets in defined contribution...
Compliance November 25th, 2025 Circuit Court Confirms Dismissal of Lawsuit Against New York Teamsters’ Pension A New York district court had previously ruled that the pension plan's investment strategy did not violate fiduciary duties.
Compliance November 25th, 2025 SEC Commissioner Uyeda Blasts ‘Paternalistic’ Protection of 401(k) Investors In recent remarks, Uyeda said policymakers needed to ‘provide guardrails, not gates’ for private equity, private credit and other nonpublic...
Compliance November 19th, 2025 SEC to Focus on Protections for Retirement Investors, Products The Securities and Exchange Commission’s Fiscal Year 2026 Examination Priorities, released on Tuesday, signals heightened scrutiny across investment advisers, funds...