Article Key Takeaways Continuation funds reveal a structural reality: in private equity, the general partner (GP) often benefits regardless of investor outcomes—“the house always wins.” Sponsor-led deals are now mainstream (up ~750% since 2016), making these ...
Article Key Takeaways Recordkeeper referral programs are a separate business line—focused on moving participant assets, not ...
Article Key Takeaways “Democratizing” in finance is often a warning sign, not a benefit. In financial marketing, the promise of ...
One of the most visible structural changes in modern DC plans is the move from mutual funds to collective investment trusts. To ...
The regulatory framework governing retirement plans was built at a time when most workers relied on defined benefit pensions. ...
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In our previous post, we introduced the idea of a “regulatory perimeter,” the boundary separating highly protected retail ...
What does the Department of Labor’s new investment selection rule mean for retirement plan sponsors? In this update, Erik breaks ...
For decades, the U.S. retirement system, particularly defined contribution plans like 401(k)s, has relied on a carefully ...
Article Key Takeaways The DOL’s proposed investment selection rule applies to all retirement plan investments—not just ...
Article Key Takeaways: Professional Capture in Retirement Plan Consulting Professional capture occurs when a retirement plan ...
Key Takeaways The DOL’s proposed rule reshapes how fiduciaries evaluate all retirement plan investments, emphasizing a ...