In this week’s update, Erik breaks down two major developments that highlight the increasing influence of private equity in the retirement plan space: (1) a private equity-owned consulting firm is entering its second ownership cycle, and (2) a major recordkeeper is now marketing private equity products through managed accounts. Erik explores the implications for plan sponsors, including fiduciary concerns, liquidity challenges, and the potential impact on participant outcomes.
Watch Erik's video discussing this topic in this week's Fiduciary Focus.
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