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Understanding the Role of Private Assets Can Play in Defined Contribution Plans
Date: August 12, 2025
Time: 2:00 pm - 3:00 pm EST
This webinar will be a moderated discussion on how private assets which have been utilized by institutional investors and high net worth investors can now be offered to defined contribution (DC) plans. The discussion will focus on how to address valuation, liquidity and fees to offer private assets in a DC plan framework as well as the potential benefits private equity, private real estate and private credit asset classes can bring to plans.
By the end of the session, attendees will be able to:
- Understand how private assets have evolved to be utilized in a DC plan framework.
- Current ways that private assets are being implemented in DC plans.
- How private asset firms address key concerns such as valuation, fees and liquidity.
- Why private assets may help DC plan participants reach better retirement outcomes.
This live webinar is currently pending approval for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
