Untangling the U.S. view of private equity in retirement planning – BenefitsPro


The Department of Labor has cooled on alternatives in 401(k) plans, but the direction of travel appears set.

sketched money symbols and peeled away section revealing Private Equity (Photo: Egor/Adobe Stock)

U.S. investors may be puzzled by the US Department of Labor’s (DOL) view on private equity and retirement planning.

In December, the DOL released a clarifying statement that was seen by some observers as an attempt to backtrack on the previous administration’s stance on private equity investments in 401(k) plans. 

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