401(k)
Demand for Alternative Assets in Retirement Plans Hits New Highs — Is Your Advisory Firm Ready?
November 27, 2025
A growing number of Americans are rethinking how they invest for retirement. A new national survey reveals that 90% of U.S. adults would be comfortable allocating part of their retirement savings to private investments, and nearly one-third say they would dedicate 10–14% of their portfolio to alternative assets such as private placements, real estate, or private equity. This shift reflects a broader trend: investors want more control, diversification, and growth potential in their long-term savings strategies.

For advisory firms that don’t specialize in retirement plan construction, this trend presents a powerful opportunity. The rising demand for alternative asset access within retirement plans means businesses and individual clients alike are looking for advisors who can deliver more flexible, sophisticated solutions.

That’s where RetireBetter comes in. The firm’s suite of retirement plan solutions is designed to help advisory firms expand their offerings and meet clients where they are—without requiring deep in-house 401(k) expertise.

RetireBetter’s 401(k) Plan platform delivers an exceptional participant experience supported by a professional service team that tailors each plan to the client’s specific business goals. For non-profit organizations, its 403(b) Plan offers an affordable yet comprehensive structure, providing employees with the same level of sophistication found in top-tier corporate plans. And for business owners seeking higher contribution limits and tax optimization, RetireBetter’s Cash Balance Plan combines actuarial design with advanced funding strategies to maximize retirement savings.

These solutions are more than just administrative tools—they’re designed to evolve with market demands. As more investors look for retirement plans that include private assets and diversified investment structures, RetireBetter enables advisors to respond with confidence.

By partnering with RetireBetter, advisory firms can broaden their service capabilities, retain more clients, and capture the growing market of investors looking for modern, flexible retirement strategies. Advisors don’t have to become 401(k) specialists overnight—they just need the right partner to help them deliver the next generation of retirement solutions.

As investor expectations change, one thing is clear: the future of retirement planning will favor firms that combine access, innovation, and tailored plan design. RetireBetter helps make that future attainable—today.