Don't Go It Alone
Collaboration Matters When Implementing Private Assets in Defined-Contribution Plans
As interest in private assets in DC plans continues to grow, plan sponsors and advisors are moving beyond the question of whether to include private markets and toward how to implement them in a way that works for participants and plan operations. This paper focuses on the real‑world considerations of integrating private markets into defined‑contribution plans, where liquidity, portfolio design, and execution matter.
We walk through the key decisions plan sponsors and advisors face when considering private assets in DC plans. It examines how portfolio context, investment structure, and manager selection influence outcomes, and how income‑oriented private strategies may align more naturally with DC plan dynamics than private equity alone.
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