All posts tagged brokerage window

Brokerage Window: An Overview

Brokerage Window – aka self-directed brokerage account (SDBA) or self directed 401(k) – is a 401(k) plan feature that offers participants flexibility to invest in opportunities not available through the plan’s core line-up. A SDBA is a brokerage account that is part of the 401(k) plan that provides participants access to a broad array of […]

401(k) fee disclosure: How to take advantage of this information

Saving more for tomorrow by paying less in 401(k) fees today is the aim. – DoL Your retirement income depends on several factors such as the amount of money you saved, your time horizon, returns you earned on your investment and the expenses of your retirement plan. To get the maximum out of your plan […]