DCALTA Issues Framework for Valuation of Private Equity Asse

DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans


DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans
The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
Reported by
Last June, the Department of Labor (DOL) issued an Information Letter sanctioning the use of private equity investments in asset allocation vehicles offered in defined contribution (DC) plans.
The Information Letter addressed concerns with offering private equity in DC plans—the complex organizational structure, potentially higher fees, illiquidity and complexity of valuations, among other things—with five paragraphs detailing considerations for plan fiduciaries in evaluating and monitoring the investments.

Related Keywords

Sheridan Porter , Contribution Alternatives Association , Department Of Labor , Last June , Information Letter , Defined Contribution Alternatives Association , Alternative Assets , ஷெரிடன் போர்டர் , பங்களிப்பு மாற்று சங்கம் , துறை ஆஃப் தொழிலாளர் , கடந்த ஜூன் , தகவல் கடிதம் , வரையறுக்கப்பட்டுள்ளது பங்களிப்பு மாற்று சங்கம் , மாற்று சொத்துக்கள் ,

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