Alternative Assets in Retirement Plans: Good or Bad Idea?

Something More with Chris Boyd · Aug 15, 2025 · 30m

Alternative Assets in Retirement Plans: Good or Bad Idea?

In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k's, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate…