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Ken Coulthard, CFP®
Program Manager, Financial Advisor
Southeast Financial Wealth Management
5110 Maryland Way, Suite 100
Brentwood, TN 37027
Phone: 615-371-3737
Fax: 615-377-0090
TollFree: 800-521-9653, Ext 2317
You may now or soon see a new investment choice available for your employersponsored retirement savings plan. A Fall 2025 Executive Order allows 401(k) plan participants to access investments such as private equity, real estate, infrastructure, and even digital assets. These options have been largely out of reach until now. The order directed the Department of Labor and the Securities Exchange Commission to provide plan sponsors with guidance on the new investment choice early this year so they can begin offering it.
If and when alternative investments are available in your 401(k) plan, be sure to consult with your trusted advisor to determine whether they can help you achieve your retirement goals before investing your plan assets.
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Ken Coulthard is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Southeast Financial Credit Union and Southeast Financial Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Southeast Financial Wealth Management, and may also be employees of Southeast Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Southeast Financial Credit Union or Southeast Financial Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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