This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing private assets in defined contribution plans. Please be sure to search the DCIIA Resource Library using keyword “private assets” for other papers in the series and additional resources and updates.

On March 26, 2026, over 400 DCIIA members and guests gathered in Newport Beach to explore innovation across retirement income, AI, private assets, plan design, and participant engagement. The forum reinforced that the DC system is shifting decisively from accumulation toward a broader mandate—delivering personalization, income, and financial security—and that the next phase of innovation will favor organizations that reduce friction, integrate into existing plan architecture, and help participants make better decisions.