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News & Press: DCIIA News

DCIIA Publishes "Considerations for Offering Private Equity in DC Plans"

Thursday, July 30, 2020   (0 Comments)
Posted by: Karen Witham
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DCIIA is pleased to announce the publication of "Considerations for Offering Private Equity in Defined Contribution Plans." This paper provides a brief overview of the DOL Information Letter and some initial takeaway considerations.

Access the report in our Resource Library

Read the Report PDF

Many thanks to our contributors:
Bill Ryan, Aon
David Levine, Groom Law Group
Kevin Walsh, Groom Law Group
Marla Kreindler, Morgan, Lewis & Bockius
Steve Ferber, PIMCO

As discussed in the paper, potential benefits of including private equity funds in DC plans include:
• Optimized outcomes
• Increased access
• Increased diversification

Important considerations include:
• Long-term impact
• Expertise
• Allocation
• Consistency with plan terms
• Liquidity
• Informed decision-making

DCIIA plans to continue facilitating this important dialogue by bringing the key stakeholders together to develop thought leadership that explores the opportunities and challenges associated with adding other types of alternative investments to DC plans.

If you have questions, please contact us on info@dciia.org.