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Free Publications
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Alternative Investments and Your 401(k): How Broad Is the New Safe Harbor's Protection?
Cohen & Buckmann, P.C. 
[Guidance Overview] Apr. 27, 2026 "It is possible to prudently select an investment option that includes alternative investments, but it will take time and acquired expertise.... Fiduciaries who do decide to prudently offer alternative investments can start by using professionally managed funds or offering them through self-directed brokerage accounts.... While not mentioned in the guidance, communications with participants should clearly describe the risks and fees of the investments offered." MORE >> |
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