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Collective Investment Trusts

The Next Summit: Retirement & Private Markets – A gathering for those shaping the future of retirement AdvisorsAlternative InvestmentsCollective Investment TrustsRetirement

The Next Summit: Retirement & Private Markets – A gathering for those shaping the future of retirement

The retirement industry is at a turning point. For the first time, defined contribution plans are beginning to open the door to private markets, an inflection point as transformative as the rise of target-date funds nearly twenty years ago. What…
Jamie
September 29, 2025
Trump Executive Order on 401(k)s and Private Markets: What Advisors Need to Know AdvisorsAlternative InvestmentsCollective Investment TrustsRetirement

Trump Executive Order on 401(k)s and Private Markets: What Advisors Need to Know

President Trump is expected to sign an executive order instructing the Labor Department and SEC to issue clear guidance that would allow 401(k) and other defined-contribution plans to access private-market investments (think private equity, venture capital, real estate, and hedge…
Jamie
July 18, 2025