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BLG PLLC
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Relationship Manager - Defined Contributions

Daybright Financial
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Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Woodbury NY)

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Senior Account Manager

Daybright Financial
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A Fiduciary's Next Steps After the Executive Order: Opening the 401(k) Door to Alternative Investments
Jackson Lewis P.C. Link to more items from this source
[Guidance Overview]
Aug. 19, 2025

"While the headlines emphasize new investment possibilities, ERISA fiduciaries must proceed with caution. The Executive Order sets policy direction, but it does not alter fiduciary obligations under ERISA. Moreover, in light of recent Supreme Court precedent, fiduciaries should reexamine how much reliance they can place on agency guidance and regulations when making decisions about designated plan investment options."  MORE >>

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