Alternative Investments in 401(k)s: Proposed Regs and What Plan Fiduciaries Need to Know

Williams Mullen

On this episode of Williams Mullen’s Benefits Companion, host Brydon DeWitt is joined by Sarah Parker, of SageView Advisory Group to discuss the U.S. Department of Labor’s proposed regulations on alternative investments in participant-directed retirement plans. 

The proposal would clarify a fiduciary’s duty of prudence under ERISA and establish a potential safe harbor. Brydon and Sarah break down what the proposal means for plan sponsors, investment committees, and other fiduciaries overseeing 401(k) plans. They also explore the potential opportunities, risks, and practical considerations employers should evaluate now as the rules develop.

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