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Illiquidity in DC plans

Publication Date : May 1, 2017

Defined contribution executives like the diversification and return prospects that illiquid investments offer, but the focus on daily valuation and fees hurts.


Many see potential, but few take action

Illiquid investments are getting a closer look from some defined contribution executives seeking plan diversification as well as higher potential long-term returns.

JM Family, Washington state among those turning to alts

Seeking to improve overall risk and turn combination, JM Family Enterprises has added less liquid investments to its 401(k) and profit-sharing plans.

Private equity managers eye liquid assets for strategy diversification

To help meet plan executives' daily valuation and liquidity demands on the private equity side, two firms have launched strategies that include a liquid-asset allocation.