Matt Nowak, AIF®
Associate Director of Defined Contribution
On August 7, 2025, President Trump signed an executive order to expand alternative investment access in defined contribution retirement plans (e.g., 401(k) plans). This order instructs the Department of Labor (DOL) to reexamine its guidance to plan sponsors incorporating alternative investments into these types of retirement plans. According to the order, the six classes of alternative assets included are:
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
10.22.2025
This video is a recording of a live webinar held October 22 by Marquette’s research team analyzing the third quarter…
10.22.2025
I spent the past weekend at my alma mater to watch them play their biggest rival. Football weekends there are…
10.20.2025
This week’s chart compares institutional and retail investor sentiment using two established indicators. Institutional sentiment is represented by the National…
10.03.2025
Watch the flash talks from Marquette’s 2025 Investment Symposium livestream on September 26 in the player below — use the…
09.22.2025
Barring a significant equity market drawdown in the coming weeks, the current bull market will turn three years old in…
09.08.2025
Commercial paper is a type of unsecured debt instrument that can be utilized by companies to finance short-term liabilities. The…
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