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

Commentary

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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