Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Is Private Equity Coming to Defined Contribution Plans?
Cammack Retirement Group [Guidance Overview] June 24, 2020 "The key point of [DOL Information Letter 2020-06-03] is that plans including private equity investments must offer them as part of an asset allocation fund, and not a stand-alone fund. In other words, plan menus are unable to offer private equity as an individual offering. Instead, the private equity investments need to be embedded in something like a target date fund or balanced fund, which is primarily a mix of traditional stocks and bonds." |
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