UpFront
What to Look for in an SDBA
Self-directed brokerage accounts have advantages, but there are some drawbacks plan sponsors should consider.
Reported by Amanda Umpierrez
Art by Katherine Streeter
You Might Also Like:
2023 ERISA Plan Compliance Calendar
A schedule to help plan sponsors track important due dates for their plan
Select 401(k) Balances Declined with Market in Second Quarter
According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 19% lower than a year ago.
Americans Kept Saving in 2021
Vanguard's annual report credits measures such as automatic escalation for helping to keep participants saving through COVID-19.
