Bloomberg Law
June 3, 2020, 4:52 PM

Private Equity Investing Now Allowed in 401(k) Retirement Funds

Warren Rojas
Warren Rojas
Senior Reporter

Employees seeking to enhance their 401(k) retirement savings can now invest in private equity firms via professionally managed funds, the Trump administration said.

The Employee Benefits Security Administration said Wednesday in an information letter that sponsors of defined contribution plans can incorporate private equity into diversified investments, such as target date funds that automatically adjust holdings to maximize returns and minimize risk based on a projected retirement date.

Private equity was previously off the menu in most cases because of uncertainty regarding fiduciary responsibilities by plan sponsors and liability surrounding the investments held by private companies.

The change makes it ...

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