Evaluating Private Market Investments in Retirement Plans

CAPTRUST Financial Advisors

In episode 78 of Revamping Retirement, hosts Jennifer Doss and Matt Patrick are joined by Lucian Marinescu and Josh Charlson from Morningstar to explore the growing role of private market investments—such as private equity and private credit—within defined contribution (DC) plans. They discuss potential allocations, operational challenges, and the practical implications for plan sponsors, including fees, liquidity constraints, and valuation transparency. Lucian and Josh also share insights on fiduciary due diligence, the importance of transparency, and what sponsors need to evaluate before incorporating private strategies into their retirement plan lineups.

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