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.
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.
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