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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 Link to more items from this source
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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