Private Equity Groups Want a Piece of Your 401(k)
Investment
The Motley Fool

Private Equity Groups Want a Piece of Your 401(k)

July 23, 2025
07:30 AM
4 min read
AI Enhanced
investmentmoneyfinancialfinanceretirementmarket cyclesseasonal analysismarket

Key Takeaways

Market analysis reveals Interestingly, Private equity groups (PEGs) are having a moment. First, President Donald Trump's "Big Beautiful Bill" (now law) included a vision allowing them (through the companies they...

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4 min read

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investment

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Published

July 23, 2025

07:30 AM

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The Motley Fool

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Key Topics
investmentmoneyfinancialfinanceretirementmarket cyclesseasonal analysismarket

Market analysis reveals Interestingly, Private equity groups (PEGs) are having a moment

First, President Donald Trump's "Big Beautiful Bill" (now law) included a vision allowing them (through the companies they buy) to deduct more of the interest they pay

And now, it appears that PE giants, whose executives are among the president's biggest supporters, are inching closer to a goal they've long worked toward: getting a piece of the $12 trillion 401(k) retirement market (something worth watching)

Image Source: Getty Images (noteworthy indeed)

What is a private equity group

A PEG is a firm that invests in or purchases public companies and employs strategies to make them more fitable

The new companies are leveraged by debt, which helps explain why PEGs are so excited to receive the new, larger interest deduction gifted to them in Trump's megabill

Once they've restructured a company (usually within three to five years), the PEG sells the asset at a fit (this bears monitoring)

Nevertheless, Why would private equity groups be interested in your 401(k)

PEGs are lobbying President Trump to issue an executive order allowing retirement plans to add private equity investments to their of investment options

Entrance into the 401(k) market vides access to the money that PEGs need to buy up more companies, make changes, and sell those companies for a fit

The ability to invest a portion of your retirement funds in a PEG may sound a sure bet

However, a recent study from the Johns Hopkins Carey School suggests that in a PEG may carry the mise of high returns, but it's also fraught with risk and may not align with the predictability and financial security you seek

On the other hand, This demonstrates that study advises American workers and their financial advisors to carefully evaluate the risks and complexities involved before diving in

A good time to review your 401(k) You should review your 401(k) plan and portfolio at least once a year

A review will not only inform you of any new offerings ( PEGs), but it also allows you to assess the health of your account, identify any weaknesses, and make changes as needed, in this volatile climate

Moreover, If you've never conducted a review before (or aren't sure you've been doing it right), here's what a thorough review should include: Revisit your contribution amount: The goal is to maximize your contributions, while still maintaining a comfortable debt-to-income (DTI) ratio for your living expenses (experts suggest 36% or less)

Ensure you're saving at least as much as your employer will match, in today's financial world

If you're not yet maxing out your contributions, consider signing up for automatic yearly increases of as little as 1%

However, Check performance: As you review your portfolio, check the growth of your investments

At the same time, Compare how your portfolio is doing to how the overall market is performing

Checking major indexes the Dow Jones Industrial Average and S&P 500 makes it easy

Nevertheless, If your portfolio is underperforming or no longer aligns with your retirement goals, now is a good time to consider adjusting your investments

Become familiar with expense ratios: Fees are easy to overlook, but they can affect long-term fits

In contrast, Review the expense ratios in your plan

If you're uncomfortable with how high they are, speak with your plan administrator ways to lower them

Ensure your beneficiaries are up-to-date: If it's been a while since you checked who you've named as your 401(k) beneficiary (or beneficiaries), make sure the person or people listed are still who you want the money to go to if you die

Conduct a gut check: Decide how comfortable you are with the current market

Are you in a good spot, or would you feel better if your portfolio included higher or lower-risk investments

Additionally, Periodically checking in allows you to decide if your investments are still aligned with your risk tolerance

Nevertheless, Whether or not the president signs an executive order allowing PEGs to get into the 401(k) market, it's ultimately up to you to know where your investments stand and to decide if in a PEG is right for you.