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When Finance Eats Function: Private Equity, Fiduciary Advice, and the Risk to 401(k) Outcomes (PDF)
Multnomah Group 
Nov. 6, 2025 "Private equity's influence on service sectors ... has revealed a troubling pattern: quality can suffer when profit extraction takes precedence.... [P]rivate equity (PE)-backed roll-ups and shifting policy stances are changing how retirement plans are advised and constructed. Fiduciaries must scrutinize ownership structures, compensation models, and product incentives or risk exposing participants to degraded outcomes." MORE >> |
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