Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Relationship Manager for Defined Contributions 2

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager for Defined Benefits

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

Retirement Plan Administrator

Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
(Wausau WI / Hybrid)

Northwestern Wisconsin Associates, Inc. (NWA, Inc.) logo

Compliance Consultant

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Retirement Plan Administrator

Frank Pension Consultants, Ltd.
(Lincolnshire IL)

Frank Pension Consultants, Ltd. logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

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 >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).