alternative investments Archives

Alternative Assets for DC Plans

Kathy Bergstrom, CEBS

18 Sep 202529 Sep 2025

Participants in defined contribution (DC) plans may have more access to several types of alternative investments under an executive order issued by President Trump in August.

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Expanding 401(k) Investment Choices With Alternative Asset Allocation Funds

Jenny Gartman, CEBS

16 Sep 202529 Sep 2025

An executive order signed in August may give 401(k) participants more access to investment strategies under which a portion of their contributions are allocated to alternative assets, offering them the opportunity to accumulate more money in their retirement accounts.

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Talking Benefits Podcast: Riding the Investments Roller Coaster

Anne Patterson

08 Sep 202208 Sep 2022

The recent ups and downs of the stock market and the economy can be dizzying. In the latest podcast episode, my colleague Justin Held got the opportunity to talk to an investments guru (Sandy Lincoln, CEO at Lincoln Investment Perspectives, LLC) on […]

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Capitalizing on Multi-Asset Credit Strategies in Uncertain Times

Tim Hennessy

07 Jul 202217 Feb 2023

Has your budget kept pace with the growing expense of your everyday needs? Are inflation, rising interest rates and market instability making you anxious? You’re not alone—Everything is more expensive and increasing interest rates and economic uncertainty add additional complexity for investors […]

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Alternative Investments: A Primer for your Plan

Justin Held, CEBS

21 Sep 202021 Sep 2020

Finding the right asset allocation for your fund is no easy task. A presentation by Kevin M. Schmid of Gallagher Fiduciary Advisors, LLC, titled Improving Your Asset Allocation, explored the topic and provided some insights on key strategies to improve your fund’s […]

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Benefit Plan Investments 101: Alternative Investments

Justin Held, CEBS

02 Feb 2017

Benefit plan trustees have been giving increased attention to alternative asset classes. Before investing in these classes, it is important define what alternative investments are, identify the most prevalent types and understand why investors are adding alternative classes to their portfolios. Alternative […]