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A Plan Fiduciary Cheat Sheet for Deciding Whether to Add Private Equity or Other Alternative Investments to Plans
Stephen Rosenberg, The Wagner Law Group 
Sept. 3, 2025 "[1] Be skeptical about their inclusion in target date funds, consider pushing back on It, and document doing so ... [2] Watch out for private equity assets being back doored into existing fund options ... [3] Focus on exploiting the upcoming safe harbor ... [4] Overcommunicate with participants ... [5] Fully investigate the new investment assets ... [6] Make it a settlor, not fiduciary, decision." MORE >> |
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