A New Path Emerging:
Alternatives in 401(k) Portfolios
The recent executive order on “Democratizing Access to Alternative Assets for 401(k) Investors” could reshape how retirement portfolios are built.
In this whitepaper, Joseph DaGrosa, Jr., Chairman and CEO of Axxes Capital, explores what this policy shift means for advisors and investors — and how private investments such as private equity, credit, and real assets may enhance retirement outcomes.
OUR WHITEPAPER EXPLORES:
- How this policy shift could expand access to private equity, private credit, and real assets within 401(k) plans
- The benefits, risks, and key considerations of integrating private investments into retirement portfolios
- Why interval funds may offer a practical, ERISA-aligned structure for introducing private market exposure
