Investment solutions: Defined contribution 

A wealth of choice: Investment solutions for defined contribution plans

Today’s sponsors of defined contribution (DC) plans face myriad challenges and opportunities. While no company or plan is exactly alike, many share a common problem: how to navigate safely through episodic market volatility, rapidly changing market dynamics and rising litigation risk to improve participant outcomes.

It may be a good time to consider outsourcing certain aspects of your DC plan’s investment and administration through an ERISA 3(38) outsourced chief investment officer (OCIO).

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Please see Important Notices for further information.

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    Private funds are for sophisticated investors only who are accredited investors or qualified purchasers. Funds of private capital funds are speculative and involve a high degree of risk. Private capital fund managers have total authority over the private capital funds. The use of a single advisor applying similar strategies could mean lack of diversification and, consequentially, higher risk. Funds of private capital funds are not liquid and require investors to commit to funding capital calls over a period of several years; any default on a capital call may result in substantial penalties and/or legal action. An investor could lose all or a substantial amount of his or her investment. There are restrictions on transferring interests in private capital funds. Funds of private capital funds’ fees and expenses may offset private capital funds’ profits. Funds of private capital funds are not required to provide periodic pricing or valuation information to investors. Funds of private capital funds may involve complex tax structures and delays in distributing important tax information. Funds of private capital funds are not subject to the same regulatory requirements as mutual funds. Fund offering may only be made through a Private Placement Memorandum (PPM).