As private markets enter defined contribution (DC) plans, distribution is becoming the next major challenge and opportunity. Success depends on collaboration among asset managers, recordkeepers, advisors, and platforms to make access simple, compliant, and scalable.
Joe Smolen of Empower will open the session, followed by a panel discussion with industry leaders on how private markets are being positioned, approved, and distributed within DC plans.
Key these include:
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The evolving platform landscape and recordkeeper readiness
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Advisor education and shifting perceptions of alternatives
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Fiduciary and operational considerations in expanding access
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Partnership models that make distribution efficient and compliant
You will leave with a clear view of how private markets are gaining traction in DC plans and how your firm can play a leading role in this evolution.
