$10 Trillion in Retirement Assets are Opening to Alternatives: What Advisors Must Do Now
- Rick Lake, CAIA, CETF, CBDA
- Sep 9, 2025
- 1 min read
Written for The Truth About Your Future (DACFP): The Alternative View
Date: May 27th, 2025.
The Next Wave in Democratization
The Next Wave in Democratization
An Alternative Investment Wake-Up Call
Clients are about to face a significant change: the White House is moving to open 401(k) plans to alternative investments.
Private markets, real estate, even digital assets – all moving from Wall Street to workplace retirement accounts. That’s not just a policy shift. It’s a wake-up call. And one that puts advisors squarely at the center of the conversation.
Recently, the White House issued an Executive Order titled:
“Democratizing Access to Alternative Assets for 401(k) Investors”
The order establishes an ambitious policy goal: improve the net risk-adjusted returns across more than $10 trillion held by 90 million participants in ERISA-regulated defined contribution plans.
This is an excerpt of the full article written here:
by by By Rick Lake, CAIA, CETF, CBDA | Founder, Narrative Alpha
