Private equity in retirement plans: Here's what 401k owners need to know

ByFeatured Youtube Videos
Thursday, Jul 17, 2025 12:54 am ETmin read
Aime RobotAime Summary

- Private equity is increasingly offered in 401(k) plans as high-risk/high-reward investment options for retirement savings.

- These illiquid assets pose risks like lack of transparency, high fees, and long lock-up periods unsuitable for all investors.

- SEC scrutiny highlights need for clear disclosures as employers add alternatives to traditional mutual fund offerings.

- Participants must evaluate personal liquidity needs and financial goals before committing retirement funds to private equity.

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