Morningstar

Could Private Equity Work in Workplace Plans?

When it comes to retirement account investments, private equity has long been included in pension plans. But as pension plans play a smaller and smaller role in the retirement landscape, the debate ...

Private equity in your 401(k) raises red flags

Following an August 2025 executive order from President Donald Trump, the Department of Labor proposed a rule on March 30, ...
Seeking Alpha

Private Equity In DC Plans - Key Considerations For Plan Fiduciaries

Private equity investments have, in defined benefit plans, historically served as an effective way to diversify risk and increase returns. Regulatory developments, especially President Trump’s recent ...
Morningstar

Workers do not need private equity in their 401(k) plans

The president just issued an executive order to encourage adding private equity and private credit - as well as other alternative investments - as options to 401(k) plans. The Department of Labor (DOL ...
JD Supra

Incentive Equity: Vesting Criteria for Management Teams of PE-Backed Portfolio Companies

Data-based benchmarks for private equity sponsors seeking to establish effective incentive equity plans. Vesting terms for incentive equity arrangements of private equity (PE) backed portfolio ...
Business Wire

Schwab Study: Equity Compensation Plays Major Role in Workers’ Retirement Plans and Financial Wellbeing

WESTLAKE, Texas--(BUSINESS WIRE)--Equity compensation is far more than a workplace perk for employees at firms offering this benefit. According to a new survey from Charles Schwab of stock plan ...
Pensions&Investments

AustralianSuper plans to double private equity assets in 4 years

AustralianSuper, the country’s largest pension fund, plans to almost double its private equity assets over the next four years as deals pick up following a lull spurred by higher borrowing costs. The ...