BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans
About this episode
Mat Sorensen discusses new guidance from the Department of Labor that allows alternative assets in 401(k) plans.
In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto. Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns. Mat also discuss what the DOL’s “neutral” stance means ...
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