In Practice November 9th, 2026 Anne Lester Explains How Private Market Assets Fit Into 401(k) Plans The self-described money mentor discussed the potential implementation of private market investments in DC plans and highlighted royalties as an...
Data & Research June 17th, 2026 Semiliquid Fund Assets Double in 4 Years, While DC Plans Lag in Adoption Morningstar reported that semiliquid funds contain nearly $600 billion in net assets, as of March.
In Practice March 8th, 2023 The PLANADVISER Interview: Anne Lester, TDF Pioneer, Debut Author The former J.P. Morgan retirement solutions head discusses TDFs, retirement income, and her forthcoming book on financial wellness.