In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.

Relationship Managers from our Retirement Services team share how they foresee the industry changing, and how the COVID-19 pandemic impacts their connection with clients.

CARES Act retirement plan provisions may be critical to the short-term financial health of some families. However, as plan sponsors know, an increase in plan distributions and loans could exacerbate the retirement crisis.

The CARES Act doubled the amount that plan participants can borrow from qualified retirement plan accounts – from $50,000 to $100,000. But, do you know the pros and cons?

Broadening diversification with alternative assets can help protect against volatility and improve portfolio resilience – and you can do it in your retirement account.