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Non Conventional Investments

Most people associate retirement plan investments with stocks, bonds, and investment funds. However, in some cases, you may be able to expand your investment options to include a wide variety of options like real estate, collectables, gold bullion, and private companies.

Non-conventional plan assets carry a higher level of restrictions than conventional assets such as stocks and bonds. When investing in non-conventional assets it is important to consider issues such as self-dealing, asset valuation, and fiduciary responsibility to plan participants. If you are interested in investing in non-conventional assets, you can contact Destel-Bergen Corporation for a free, brief estimate of whether investing in non-conventional assets will work for you.


Destel-Bergen Corporation Retirement Plan Consultants | 707.736.6937 | e-mail: info@destel.com
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