Private equity is knocking on a new door and it’s one retirement plan sponsors can’t ignore. After four years of reduced distributions to investors, the industry is facing a liquidity challenge. With traditional exits slowing, attention is shifting toward ...
If CITs represent a quiet shift in structure, private markets represent a much louder test of the system. Over the past several ...
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: 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 ...
Article Key Takeaways This article explains why private equity ownership and fiduciary duty are structurally incompatible and ...