Our Founding Principal and Managing Director, Craig Robson, recently spoke with Steve Garmhausen, weighing in on the administration’s push to include private equity, private credit and digital assets in 401(k) plans.

While “the more options and the more choices we all have as investors, the better”, Craig notes that most retirement-plan participants aren’t doing appropriate due diligence on private assets — they’re influenced by headlines, past returns and conversations in the break room. That’s where the real risk lies.

Craig emphasizes the need for “guardrails” — ensuring alternative investments are diligenced by an experienced investment committee and introduced thoughtfully to retirement plans, perhaps as part of managed strategies like total return funds or target-date funds with set allocations.

Read the article HERE