Many investors are familiar with real estate, but are not familiar with the rules or how to invest with a self-directed IRA. An experienced client service team can help along the way.

In early September, the IRS published supplemental guidance for some provisions in the SECURE Act. The information may affect how plan sponsors manage qualified retirement plans, as well as how individuals contribute to IRAs.

Late last month, the Securities and Exchange Commission (SEC) adopted amendments to the accredited investor definition that make it possible for financially savvy investors, who may not meet established financial metrics, to add private market investments to their portfolios.

The Department of Labor’s final regulations for electronic delivery of ERISA-required disclosures provides two safe harbors. Plan administrators that adopt e-delivery could save considerable time and money.

In recent years, alternative assets have become more accessible for individual investors. Plan fiduciaries can now add private equity to defined contribution plan investment line-ups.