Morningstar: Liquidity Top of Mind for Private Assets in DC Plans
Safely investing 401(k) plan assets in private equity may require more liquidity—sometimes as much as 40% of the portfolio.
Tag: Private Markets
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.
T. Rowe Price: Sharpen Focus on Diversifying Fixed Income
‘Any private asset allocation must earn its place in the portfolio,’ according to a firm retirement strategist.
Empower Adds Blackstone as Alternative Investment Fund Manager
The largest alternative investment asset manager is pairing with Empower to include private market investments in direct contribution plans.
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...
DOL Promises Safe Harbor for Private Investments in DC Plans
The Department of Labor will offer more legal briefs and ‘lead with compliance assistance,’ according to Deputy Secretary of Labor...
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...
Plan Sponsors See Private Markets Opportunity
Among those surveyed by HarbourVest, 94% said they are confident private market investments could improve long-term participant outcomes.
NEPC’s Bill Ryan to Join Carlyle as Managing Director, Head of Retirement Solutions
Ryan will assume the newly created role on January 5.
CITs Are ‘Ideal’ for Access to Private Markets, per Cerulli
Most asset managers that Cerulli Associates surveyed said they planned to offer direct contribution plans a range of sub-asset classes...
Private Markets for DC Plans: Evolution or Revolution?
Workers deserve diversified portfolios for their defined contribution plans, according to financial commentator Anne Lester, who identified adding private assets...
Retirement Pros Urge Caution With Alts in DC Plans
A recent panel of retirement and investment professionals argued for a slow and documented adoption process when including private assets...
Why Private Markets Are Essential for Long-Term Investors
Two thought leaders from Ares Management, including a former director of the PBGC, explain why exposure to private markets can...
PGIM, Partners Group to Offer Multi-Asset Investment Vehicles
The companies’ suite of funds will have diversified exposure across public and private markets.
Breaking Down Misconceptions About Private Markets in DC Plans
A new white paper from Cerulli Associates and the Defined Contribution Alternatives Association addresses common concerns about the use of...
SEC Pushes Back Deadline for Private Investment Funds’ Disclosures
Private funds and advisers now have until October 2026 before they must provide enhanced confidential disclosures about portfolio investments and...
Nearly One-Quarter of Plan Sponsors Consider Private Market Investments: BlackRock
Employers chose target–date funds as the most likely way they would introduce private assets into retirement fund investment lineups, according...
Thrift Savings Plan Awaits Congressional Permission for Private Investments
The $895 billion of retirement assets in the nation’s largest defined contribution plan is off limits to private market investments—for...
Industry Groups Press DOL for Firm Rules on Private Investments in DC Plans
Last month, President Donald Trump's executive order gave the Department of Labor six months to provide its regulatory agenda.
GOP Senators Ask for Safe Harbor for Alternative Investments in DC Plans
The senators wrote Labor Secretary Lori Chavez-DeRemer that plan fiduciaries need ‘critical safe harbor protections’ from ‘frivolous lawsuits.’