Of Counsel Michelle Capezza recently shared insights with Fiduciary News in light of the recent "Democratizing Access to Alternative Assets for 401(K) Investors" executive order. The article emphasizes that fiduciaries must respond quickly and carefully to new regulations, protecting participants while adapting to a more complex retirement landscape.

“It would be prudent to await the guidance that will follow President Trump’s Alternative Asset Order to formulate prudent evaluation processes of alternative asset investments for defined contribution plans,” Michelle says. In the meantime, she advises fiduciaries to follow established processes and carefully assess private equity options for diversification, oversight, valuation, and liquidity.

Source

Fiduciary News