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401k/403b Self-Directed Brokerage Account Option

Greater Investment Choice For Your 401k or 403b Plan

Greater Investment Choice For Your 401k or 403b Plan

Gain access to investment options in addition to those included in your plan’s standard fund lineup. Manage them your-self, or get professional management.

Prudent investment decisions within your retirement account are critically important since the funds you accumulate during your working years may need to support you through 30 years or more in retirement. Your employer-sponsored qualified retirement plan may offer you the option to open an SBDA, which may provide you with:

  • Access to a wider range of investment options, offering greater diversification opportunities, and the potential for higher returns.
  • The option to have a professional money manager monitor and maintain your portfolio.
  • A portfolio that is managed according to your customized risk budget, which takes into account your risk tolerance, investment objectives, and investing time horizon.

Click Here To Read About Self-Directed Brokerage Accounts