Alts in 401(k) Plans: How to Prepare Your Clients

Expert Opinion October 03, 2025 at 04:48 PM
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What You Need To Know

  • Liquidity can be a tricky and confusing issue for both clients and advisors.
  • Plan sponsors have direct fiduciary responsibility regarding virtually all aspects of the plan they offer.
  • It is incumbent on plan advisors to work through how to proceed with the plan’s executive committee.
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