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July Business Services
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Merkley Retirement Consultants
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EPIC RPS
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The Pension Source
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BPAS
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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DWC ERISA Consultants LLC
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Compensation Strategies Group, Ltd.
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BPAS
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Nova 401(k) Associates
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Executive Order on Alternative Assets in Defined Contribution Plans: Fiduciary Considerations
Trucker Huss
[Guidance Overview] Sept. 3, 2025 "[T]he Order does not exchange existing law; instead, it is a policy direction for the DOL (in consultation with the SEC, Treasury, and other appropriate regulators, as may be appropriate) to reexamine fiduciary prudence as it relates to offering alternative asset investment options under participant-directed DC plans. This article addresses key considerations for plan fiduciaries in light of the Order, so they can understand what has changed and better prepare for the DOL that will follow." MORE >> |
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