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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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New Executive Order Expands 401(k) Investment Opportunities
EisnerAmper 
[Guidance Overview] Aug. 28, 2025 "Many private equity funds operate as partnerships or LLCs, which can result in retirement investors like 401(k) plans being treated as partners for tax purposes when they invest in these funds.... Many retirement plans lack the infrastructure to monitor UBTI exposure, handle tax filings, or manage the related administrative tasks. If these obligations are overlooked, the plan may face penalties and interest from both federal and state tax authorities." MORE >> |
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