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Browsing: retirement plans

A retirement plan committee boardroom with a glowing nest egg linked to small padlocked boxes, illustrating illiquid private assets entering a 401(k) under the 2026 DOL safe harbor

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

June 22, 2026

The DOL safe harbor invites private equity and credit into 401(k)s in 2026. With the same funds gating redemptions, here’s the liquidity factor sponsors must document.

Retirement plan committee boardroom with a target-date glide-path chart on a glass wall 2026

Mutual funds

Target-Date CITs Hit 54% of Assets as Mutual Funds Lose the 401(k)

June 8, 2026

Target-date CITs reached 54% of $4.8 trillion in 2025 as mutual funds keep losing the 401(k). What advisors give up when the wrapper changes.

Browsing: retirement plans

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

Target-Date CITs Hit 54% of Assets as Mutual Funds Lose the 401(k)

The SEC’s $2.7M Qualified Client Floor Is Live Today: What RIAs Must Lock Down Now

Private Markets Are Coming to the 401(k) Just as They Gate Redemptions: The Liquidity Factor Sponsors Must Document

The RIA Roll-Up Grows Up: Why Consolidators Are Selling Growth, Not Just Buying Firms

Private Credit’s Liquidity Reset: How Advisors Are Repositioning the Sleeve in Mid-2026

Choreo’s SpaceX Win: $5 Billion in Employee Wealth at 0.5% and What Every RIA Must Learn

Active ETFs Hit a Record $245 Billion in Q1 2026 — and 146 Quietly Closed Last Year. The Survivorship Trap Advisors Keep Missing

Family Offices After OBBBA: The Section 162 Test That Decides Whether Millions in Costs Are Deductible

Buffer ETFs Cross $80 Billion: What the 15% Floor Actually Costs Advisors in 2026

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