The next chapter in retirement plans.

Broader access is only the beginning.

As public and private market approaches converge more meaningfully in retirement investing, the conversation is shifting from access alone to the realities of implementation. The opportunity is becoming clearer, but so is the need for governance, liquidity discipline, valuation oversight, and clear participant communication.

This piece explores:

• How alternatives are moving into retirement plans through professionally managed structures—and why that is changing how fiduciaries evaluate access, implementation, and oversight.
• What is driving momentum across policy developments, product innovation, and market demand, and why those forces are reinforcing the convergence of alternatives and retirement plans.
• How CITs and other managed vehicles are enabling implementation by creating more flexibility around liquidity, valuation, governance, and cost.
• Where complexity is building—from fiduciary oversight and operational readiness to participant communication—and what that means for firms evaluating alternatives in retirement offerings.
• What this shift could mean across the ecosystem for asset managers, plan sponsors, advisors, and participants as alternatives gain a more defined role in retirement plan design.

This information is not meant to be investment advice. Information provided by SEI Investments Distribution Co.; SEI Institutional Transfer Agent, Inc.; SEI Private Trust Company, a federally chartered limited purpose savings association; SEI Trust Company, which are wholly owned subsidiaries of SEI Investments Company. The Investment Managers Business is an internal business unit of SEI Investments Company. This information is provided for education purposes only and is not intended to provide legal or investment advice. SEI does not claim responsibility for the accuracy or reliability of the data provided.