Opportunities & Obstacles for Private Real Estate (July 1, 2020)
Identifying Opportunities, Removing ObstaclesRead article
DOL Issues Guidance About Private Equity Investments in DC Plans
This Information Letter addresses private equity investments as a component of a professionally managed asset allocation fund and outlines what plan fiduciaries should consider.Read article (external link)
COVID-19 & Market Volatility: Can Greater Asset Diversification in DC Plans Lead to Better Outcomes?
DC plans today should consider greater diversification of asset classes and strategies. This podcast answers questions regarding the COVID-19 economic shock and its impact on portfolios and on alternative asset classes available to defined benefit plans and institutional investors.Read the article (external link)
COVID-19 & Market Volatility: Using Alternative Assets in DC Plans: Will DOL’s New Guidance Encourage Greater Adoption?
On June 3, 2020, the U.S. Department of Labor (DOL) issued an information letter intended to provide clarity about how ERISA fiduciary duties apply to including alternative investments as they do to more-typical investments in defined contribution (DC) plans. This video provides guidance in an effort to make clear that ERISA does not prohibit alternative investment in DC plans, and if prudent, can decide to allocate a portion of a target date fund (TDF) portfolio to alternative investments.Watch the webinar (external link)