401(k)

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Jul 30, 2018 by Charlie Ellis · said 1 times in 1 episodes since 2018 · across every show →

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brought up most by Charlie Ellis (1)

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2018 1 mention in 1 episode

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Everything said about 401(k), oldest first

Jul 30, 2018 positive
Insight
Working through one's sixties can easily double or triple a 401(k)
“Take those three factors, not taking money out, keep it, put adding more money in rate of return. You easily double your four one K, maybe triple it.”
Charlie Ellis Jul 30, 2018 ▶ 45:18 Charley Ellis - Indexing and Its Alternatives (EP.62)
Oct 9, 2025 positive
Prediction Not checkable as stated
Mogelof: Industry will likely develop daily pricing for private markets in 401(k)s
“What's more likely is we over time as an industry work on daily pricing, all of the various different private markets.”
Eric Mogelof Oct 9, 2025 ▶ 24:07 Understanding the 401(k) Market – Eric Mogelof, KKR (EP.464)
Jan 19, 2026
Disclosure
Apollo is expanding into 401(k)s, mutual funds, and ETFs
“In the coming years, we've been vocal Figuring out how we're going to be accessing the four one K market, the traditional asset manager. So the mutual fund market, the ETF market, those are some of the places we're going now.”
Scott Kleinman Jan 19, 2026 ▶ 49:47 Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
Jan 19, 2026 bullish
Assertion Supported
Kleinman: 401(k) Market Is $13 Trillion with Essentially Zero Private Assets
“And for one K is going to open up to private assets. That's a 13 trillion dollar market that has essentially zero private assets in it.”
Scott Kleinman Jan 19, 2026 ▶ 1:04:54 Scott Kleinman – Apollo's Integrated Alternatives Platform (EP.481)
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