An Accountant You Can Rely On
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Trust Worthy
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Experienced
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Professional
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What we Do
We Cover an Array of Individual & Corporates Accounting Services

Individual & Corporate Taxes
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Financial Planning
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Audit Defense & Services
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Get Started
Don’t Let the Complexities of Your Financials Burden You Any Longer
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About Us
At Divi Accountants, No Client is Too Big or Small
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Join Us
Our Clients Are Like Family
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Accounting Resources & Articles
Private Markets Raise Industry Concerns
Private markets in DC plans are getting a lot of attention in the press and on social media lately in the wake of the Executive Order and a number of new product announcements from retirement-focused firms. The topic has generated a lot of debate about their appropriateness (or not) for the typical 401(k) plan participant.
An Increasingly Complicated DCIO Business
On August 5th, 2025, RLF hosted a virtual event for its DCIO members. Thirty-two firms attended and participated in a robust conversation about the increasingly complicated partnerships and product relationships required to be successful in the DCIO space. In this week’s newsletter, we are sharing the write-up from the event and our supporting resource.
Sharing Participant Data
We’ve dedicated a great deal of time and research to the wealth opportunity within retirement plans. The numbers are compelling: the average $5M retirement plan has 14 viable wealth prospects (meaning 14 individuals with more than $400,000 in outside investable assets) that together hold ~$7.4M in outside investable assets. For advisors, the difficulty remains in scaling the approach.
Contact Us
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