Destel-Bergen Corporation

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.