What does the Department of Labor’s new investment selection rule mean for retirement plan sponsors? In this update, Erik breaks down the DOL’s recently issued six‑factor framework for evaluating investments in defined contribution plans. While the rule does not create a litigation safe harbor, it establishes a baseline standard for how all investment products—including alternatives—should be assessed,
You’ll learn:
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What the DOL’s six evaluation factors are and why they matter
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How the rule applies to alternative investments like private equity, private credit, hedge funds, and cryptocurrency
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Why reduced federal oversight increases fiduciary responsibility and operational risk
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What plan sponsors should consider when moving beyond traditional, well‑regulated investment options
As the retirement industry continues to push beyond the traditional investment perimeter, fiduciaries must understand where risk, oversight, and accountability ultimately fall.
Multnomah Group is a registered investment adviser registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice.