Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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SEC Considers Allowing Private Equity and Hedge Funds in 401(k) Plans
RIABiz July 8, 2019
"Currently, the SEC's rules state that participants must be 'qualified investors' to purchase alts and that only Series 7 advisors can sell them. The SEC is considering loosening the definition of a qualified investor, which could open the door to 401(k) participants."
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