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September Luncheon: Trump's Executive Order on 401(k)s & Alternative Assets
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About this event
Lunch Served: 11:45 AM
Presentation Begins: 12:00 PM
Overview: This session will provide valuable insights into the evolving landscape of retirement investing, including:
- The integration of alternative assets within retirement accounts
- Regulatory developments from the SEC and DOL impacting 401(k) plans
- Current and emerging investment options for retirement plan sponsors and participants
Featured Speaker: Mat Sorensen
Mat Sorensen is the Founder and CEO of Directed Trust Company and Directed IRA ("Directed"), which serves over 22,000 retirement account investors and holds $3 billion in assets under custody. Directed specializes in self-directed IRA and 401(k) accounts with investments in private assets such as real estate, private equity, private debt, cryptocurrency, and venture capital. The firm is a three-time INC 5000 honoree and is recognized as the highest-rated custodian in the self-directed industry.
Mat is also a practicing attorney and the author of The Self-Directed IRA Handbook, widely regarded as the leading resource in the field.
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