June 2024: When Can We Retire the Retirement Debate?

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June 2024: When Can We Retire the Retirement Debate?

caia

2 years ago

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Authored by Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDPIn this month’s issue of Chronicles of an Allocator, we take on the debate over including private assets in 401(k) plans. Chronicles contributor, Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Head of UniFi by CAIA™ points out that the discussion is an ongoing one, and the conversation has only intensified since the Pantheon and Partners Group’s Letter to the Department of Labor in June 2020 argued for private equity’s inclusion...

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