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Private equity in retirement plans: Here's what 401k owners need to know
CNBC Television· 2025-07-16 19:22
Welcome back to Power Lunch. President Trump is reportedly expected to sign an executive order in the coming days that would help make private market investments more available to US retirement plans. Could pave the way for big managers of these private assets to access the vast sums of retirement savings held by workers who don't have a traditional pension. What it could mean for you and your money. Let's ask no one better than CNBC senior personal finance correspondent Sharon Eper. Sharon, um, we've talke ...
Bone Fide Wealth's Doug Boneparth breaks down the risk-reward of private assets in 401(K)s
CNBC Television· 2025-07-16 18:33
make private market assets more available to 401k retirement plans. It would instruct the labor department and the SEC to provide more guidance to employees and plan administrators on these instruments and their offerings. Larger question is whether it's a good idea.Let's bring in Douglas Bone. He's president and financial adviser at wealth management company Bonafide Wealth. Um Doug, it's great to have you here.Douglas, I don't want to overly, you know, informalize this. Um but it's not that this isn't alr ...
Trump May Allow Private Equity Investments in Your 401(k)
Bloomberg Television· 2025-07-16 15:15
It's time now for the Wall Street beat. It's the talk of the town. The Trump administration is finalizing an executive order that would allow for one key retirement plans to invest in private equity.This move would be a major win for the industry. Stocks are rallying on the news. Many of these stocks have been under pressure all year.Joining us now with details, Bloomberg's private equity reporter, Alison Mcneilly, who's been following the story, closely reported back in May that this was under consideratio ...
X @The Wall Street Journal
The Wall Street Journal· 2025-07-15 21:57
Exclusive: President Trump is expected to sign an executive order in the coming days designed to help make private-market investments more available to U.S. retirement plans https://t.co/xzejnDUta9 ...