The Minutes of Marc Rowan on 401k https://minutesof.com/marc-rowan/on/401k/ Everything Marc Rowan has said on 401k: 6 verbatim quotes between May 2024 and August 2026, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:33 +0000 Rowan completes list of demand sources including traditional asset managers and 401(k)s. https://minutesof.com/q/a3ad1070-6db5-4a0a-bdd3-d756338c13d0/ https://minutesof.com/q/a3ad1070-6db5-4a0a-bdd3-d756338c13d0/ “of our institutional clients, plus traditional asset managers and plus four zero one ks and DC.” — i101 Tue, 04 Aug 2026 22:00:07 +0000 401k Rowan argues an extra one percent compounded return in 401(k) investments results in 50% to 100% better retire https://minutesof.com/q/abc76de9-5f0a-45bf-b7b8-22002e7fcc63/ https://minutesof.com/q/abc76de9-5f0a-45bf-b7b8-22002e7fcc63/ “And if you go to the extreme and you take retirees, for instance, in four zero one k, an extra percent compounded over the duration of how long you're going to be in there is a 50% to 100% better outcome by having better investments.” — Bloomberg Podcasts Tue, 03 Mar 2026 16:46:49 +0000 401k Rowan criticizes forcing $12-13 trillion in 401(k)s into daily liquid index funds for fifty-year periods based https://minutesof.com/q/accabe85-c1e5-4863-8a9d-bd8ef0a77479/ https://minutesof.com/q/accabe85-c1e5-4863-8a9d-bd8ef0a77479/ “we have 12 to $13,000,000,000,000 in 04/2001 and we're forcing these really long term investors to own daily liquid index funds for a period of time, fifty years.” — Apollo Global Management Wed, 09 Oct 2024 14:53:15 +0000 401k Rowan predicts a new administration would quickly allow illiquid investments in 401(k)s, creating substantial https://minutesof.com/q/be8e10d3-0b65-4bb8-8c9a-46cd55bd7f66/ https://minutesof.com/q/be8e10d3-0b65-4bb8-8c9a-46cd55bd7f66/ “That will not just benefit Apollo, that will be another source of demand for the industry of a magnitude that will be quite substantial.” — Apollo Global Management Wed, 09 Oct 2024 14:53:15 +0000 401k Rowan critiques $12-13 trillion in 401k accounts being entirely in liquid S&P index funds. https://minutesof.com/q/be557d3f-9457-4a7c-8916-f893ab3a8948/ https://minutesof.com/q/be557d3f-9457-4a7c-8916-f893ab3a8948/ “What do they own. They own daily liquid stock index funds generally S and P for fifty years.” — Bloomberg Television Wed, 02 Oct 2024 13:14:05 +0000 401k Rowan questions why $12-13 trillion in 401k plans are daily liquid for fifty-year investments. https://minutesof.com/q/f09ed83b-b4c9-44f6-baa5-e76a9a9d7e1f/ https://minutesof.com/q/f09ed83b-b4c9-44f6-baa5-e76a9a9d7e1f/ “What are these people invested in? They don't know. Well, I'll tell you, on the whole, they're invested in daily liquid mutual funds and ETFs for fifty years.” — Yahoo Finance Mon, 06 May 2024 16:23:24 +0000 401k