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Terry Nelson, CFP®, ChFC®, CASL
Olmsted Financial Group
3428 Lakeridge Pl. N.W., Suite 120
Rochester, MN 55901
Phone: 507-281-1262
Cell: 507-250-3967
Fax: 507-281-9131
Email: Terry@OlmstedFinancialGroup.com
March/April 2026
Altternative Investments in 401(k)s
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.
Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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