BREAKING - U.S. Dept of Labor Releases New Landmark Rule Allowing Alternative Assets in 401(k) Plans

In this special "Breaking News" episode of the Directed IRA Podcast, Mat breaks down new guidance from the Department of Labor that could expand 401(k) access to alternative investments like private equity, real estate funds, and crypto.

Mat explains why alternatives have largely been excluded—fiduciary liability under ERISA—and how the proposed rule shifts the focus to a prudent, process-based standard centered on risk-adjusted returns.

Mat also discuss what the DOL’s “neutral” stance means for plan sponsors, what’s coming next from the SEC, and how this could reshape retirement investing.

Most importantly, Mat highlights that owning alternative assets in an IRA is already possible through the power or self-directed IRAs. Tune in to learn more or visit directedira.com. 

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Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com