The agency issued a supplemental statement in response to stakeholder concerns that private equity investments could be inappropriate for small DC plans.
DCALTA says its framework addresses the key implementation challenge identified by plan sponsors: operational aspects of daily valuation of private alternative assets that do not trade on an...
An Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.
Willis Towers Watson’s Thinking Ahead Institute says defined contribution plan designs and communications will leverage technology to deliver a far more customized experience for participants.
A research report argues that even defined contribution (DC) plan participants in plans with a default investment do not have the financial acumen to know whether the default...
PLANSPONSOR’s 2018 Defined Contribution Survey found many start-up plans have not yet adopted plan design best practices and many are unsure about fees, but fortunately, nearly two-thirds employ...