It’s been a minute since we focussed on PE and retirement plans. To dive into this I have Dan Cahill of the private equity firm Partners Group, one of two firms that took the initiative to seek guidance from the DOL on the utilization of PE in 401(k) plans. We dive right into, what the significance of the information letter in 2020 was, what has transpired since then, the investment case for and against PE and how plaintiff’s attorneys are viewing things.
A lot of great stuff, I learned a lot, hope you do as well.
Guest BIo
Daniel Cahill is part of the Client Solutions Americas business unit, based in New York. He is responsible for fundraising and business development for Partners Group's strategic US DC initiative. He has 19 years of industry experience. Prior to joining Partners Group, he worked at Neuberger Berman, where he was most recently in charge of strategic planning and business development for both retirement and subadvisory platforms. Before Neuberger, he worked at Putnam Investments where he served as relationship manager interfacing with intermediary platforms, mainly in the private bank and wirehouse space. He holds an MBA and a Master of Science in Finance from the Carroll School at Boston College as well as a bachelor's degree in finance from Boston College, Massachusetts, USA. He is also a CAIA charterholder.
401(k) Fridays Podcast Overview
Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 250 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode every other Friday!
Aftermath of the DOL Fiduciary Rule: Fred Reish Discusses the Role of the SEC, Best Interest & the States
Insurance for Retirement Plan Fiduciaries: Liabilities, Limits & Lawsuits
Benefits Plans Fiduciary Responsibilities:: More Than Just Retirement Plan
Financial Advice or Wellness: What Has A Bigger Impact?
Are Poor 401(k) Word Choices Harming Your Employees?
Time to Eliminate Loans in 401(k) Plans?: Balancing Fiduciary Risk, Retirement Outcomes and Employee Perceptions
The State of State Retirement Plans: The Golden State Launch
Caution: Avoid Target Date Fund Oversimplifications
401(k) Self Directed Brokerage Accounts: Fiduciary Considerations
Selecting Index Funds: Just Look At Expense Ratios, or Is There More To Consider?
401(k) Litigation: Trends That May (or May Not) Fuel Future Lawsuits
Student Loan Debt: The Next Economic Crisis or Something Else?
Is Your 401(k) Plan Retiree Friendly?
401(k) Fiduciary Fundamentals: The Duty To Monitor
What Does Chewing Glass & FOMO Have To Do With 401(k) Investment Offerings?
401(k) Investment Menu Design In A Slow, Low or No Growth Environment: Fixed Income
The Future of Fiduciary... Is Not Fiduciary?
The (Exciting) Lifecycle of a 401(k) Plan Document
Having a Productive Conversation with a Fund Manager: Why, How & Why Now?
401(k) Self Directed Brokerage Accounts: Trending or Trouble?
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