Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Private Equity Investments in 401(k) Plans
Jackson Lewis P.C. [Guidance Overview] Feb. 4, 2022 "The key takeaways regarding adding or maintaining an asset allocation fund including PE investments are: [1] Ensure adequate disclosure of the fund's investment objectives and risks to plan participants and beneficiaries. [2] Review and analyze, with respect to any PE investments, the investment valuations, the extent of investment illiquidity and fees, conflicts of interest, and other SEC-raised concerns. [3] Enlist the assistance of a registered investment advisor to evaluate the PE investments and the fund as a whole. [4] Carefully consider whether members of the committee have experience in evaluating PE investments in a defined benefit pension plan, which appears to be a de facto requirement of the Supplemental Statement." |
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