Evaluate PE Funds for Your 401(k) Plan with Fiduciary Confidence
DC plan sponsors need structured fund evaluation, ERISA-compliant governance, fee transparency, and fiduciary-grade documentation before committing to private equity. For DC plan fiduciaries (decisions) and the operations function supporting plan-level reporting and ERISA compliance documentation.
The Challenges DC Plan Sponsors Face
New to Private Equity
DC plan committees evaluating PE for the first time lack the specialized tools and frameworks for this asset class.
ERISA Fiduciary Duty
Heightened fiduciary scrutiny requires documented due diligence processes and clear fee analysis.
Liquidity & Valuation
DC plans need NAV-based daily pricing solutions that differ fundamentally from traditional PE fund structures.
Fee Transparency
Participant fee disclosure requirements demand granular fee analysis and comparison across PE products.
How Meridian Helps
ERISA Compliance Suite
Plan asset threshold monitoring (25% rule), prohibited transaction screening, VCOC qualification tracking, conflict disclosure, annual attestations, and delegation of authority documentation — the ERISA §406 framework participants' counsel will ask you to evidence. Each fiduciary checklist item carries regulatory citations (ERISA, UPIA, ILPA) with authoritative source URLs.
Structured Due Diligence
Comprehensive institutional questions covering fund structure, fees, liquidity, and operational due diligence — each answered claim source-tagged and recorded for audit.
Fee Analysis Engine
Granular fee decomposition showing management fees, carry, fund expenses, and all-in cost to participants — the disclosure detail DC plan participant communications require.
Fund Simulation & Risk Scenarios
Model expected returns and probability-weighted stress-scenario ensembles before committing, with monthly-resolution cash flow simulation. Documented scenario ranges are essential fiduciary evidence for a committee approving its first private-markets allocation.
IC Approval Workflow
Built-in approval workflows with documentation trail, quorum tracking, and voting records for investment committee decisions — producing the audit trail an ERISA fiduciary review expects.
AI Research with Full Provenance
AI-produced facts carry source tags; each recommendation carries a confidence tier. Natural-language research with traceability that stands up to fiduciary review — not opaque black-box output.
Due Diligence workspace with fee analysis and fiduciary compliance tracking
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