PPB in the News: Should You Add Private Market Investments To Your 401(k)?
July 30, 2025
Private Markets in Retirement Planning
As retirement planning evolves, advisors and investors alike are rethinking traditional portfolio construction—especially within long-term vehicles like 401(k)s. In a recent feature with Investor’s Business Daily, PPB Capital Partners’ Chief Investment Officer, Frank Burke, CFA, CAIA, outlines why private market investments may be better suited for retirement accounts than many assume. He explains that the long-term horizon of private equity aligns naturally with the extended timelines of 401(k) plans, potentially offering enhanced diversification and return potential compared to public markets alone.
While private investments have historically been excluded from defined contribution plans due to access limitations and liquidity concerns, that narrative is starting to shift. Burke emphasizes that institutional-quality strategies—once reserved for large endowments and pension funds—are increasingly available to private wealth clients through curated platforms like PPB’s Capital Markets Solutions (CMS) program. For advisors seeking new ways to differentiate and build more resilient portfolios, private markets can offer a durable edge, especially when paired with long-term goals like retirement.
Read the full article to explore how private investments are gaining momentum in the retirement space—and how advisors can position them as a strategic advantage.
Key Topics Covered:
- Private markets align with the time horizons of retirement accounts like 401(k)s.
- Institutional-quality strategies are reaching more individual investors
- Private market exposure helps enhance portfolios and differentiate advisors
