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Practical Considerations for Retirement Plan Sponsors Evaluating Alternative Assets in 401(k)s

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Manage episode 516777567 series 3413467
Content provided by Ropes & Gray LLP and Gray LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ropes & Gray LLP and Gray LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this Ropes & Gray podcast, benefits consulting principal David Kirchner is joined by Sharon Remmer, an ERISA and benefits partner, and Elliot Saavedra, a senior benefits consultant, to discuss the implications of President Trump’s recent Executive Order encouraging expanded access to alternative assets for retirement plans and the potential impact on plan sponsors. Our speakers discuss the evolving regulatory landscape and provide actionable guidance for plan sponsors and fiduciary committees preparing for potential changes in defined contribution plan investment options. As they discuss in the episode, emphasis should be place on the importance of prudent governance and ongoing education as the market and regulatory frameworks develop.

Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.

  continue reading

479 episodes

Artwork
iconShare
 
Manage episode 516777567 series 3413467
Content provided by Ropes & Gray LLP and Gray LLP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ropes & Gray LLP and Gray LLP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On this Ropes & Gray podcast, benefits consulting principal David Kirchner is joined by Sharon Remmer, an ERISA and benefits partner, and Elliot Saavedra, a senior benefits consultant, to discuss the implications of President Trump’s recent Executive Order encouraging expanded access to alternative assets for retirement plans and the potential impact on plan sponsors. Our speakers discuss the evolving regulatory landscape and provide actionable guidance for plan sponsors and fiduciary committees preparing for potential changes in defined contribution plan investment options. As they discuss in the episode, emphasis should be place on the importance of prudent governance and ongoing education as the market and regulatory frameworks develop.

Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.

  continue reading

479 episodes

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