Featured Jobs
|
Independent Retirement
|
|
Relationship Manager for Defined Contributions Daybright Financial
|
|
Retirement Compliance Consultant Navia Benefit Solutions
|
|
Senior ERISA Compliance Analyst Employee Fiduciary, LLC
|
|
July Business Services
|
|
Defined Contribution Account Manager Nova 401(k) Associates
|
|
Executive Assistant / Sales Support M2B Retirement Consulting LLC
|
|
MAP Retirement
|
|
Senior Counsel - Benefits and Total Rewards Tyson Foods
|
|
EPIC RPS
|
|
Daybright Financial
|
|
Heller Pension Associates, Inc.
|
|
Relationship Manager for Defined Benefits Daybright Financial
|
Free Publications
|
| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
View More CAPTRUST Financial Advisors Webinars, Podcasts and Conferences
Evaluating Private Market Investments in Retirement PlansCAPTRUST Financial Advisors |
|
July 21, 2025 On-Demand Podcast |
|
In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the practical implications for plan sponsors, including fees, liquidity constraints, and valuation transparency. Lucian and Josh also share insights on fiduciary due diligence, the importance of transparency, and what sponsors need to evaluate before incorporating private strategies into their retirement plan lineups. |