Why Private Investments Could Change Retirement Saving

If you contribute to a 401(k), you may soon hear new terms like private equity, private credit, or private infrastructure in your plan lineup. These are part of the “private markets,” and they’ve traditionally been reserved for ultra-wealthy investors. Now, thanks to policy and product innovation, there’s a national debate about whether these investments should be included in retirement plans.

But what does that mean for you? Are they an opportunity to grow your nest egg, or a complication that could increase risk?

In our free guide, “Private Assets In Your 401(k),” we break down the potential benefits, risks, and why privates are coming to 401(k)s.

Now What?

If you have any questions or would like to discuss how this may affect your financial plan, please reach out to your advisor. If you don’t have an advisor and would like to speak to one, fill out this form today.

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Investing in alternative investments and/or private offerings is typically speculative, involves a high degree of financial risk, and therefore should be considered a long-term investment, with an indeterminate holding period and with no or very limited liquidity. Such investments often have higher fees and may experience a lack of information or timely reporting. Investors should speak to a financial professional to gain an understanding of these features and risks.