UpFront
SDBAs Will Produce if Conditions Are Ripe
Participants can almost double their savings with an SDBA if they invest wisely—even if that's only with the help of an adviser.
Reported by Lee Barney
Art by Claudi Kessels
To access this premium content, please sign up for a free account!
You Might Also Like:
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.
SDBA Balances Increase in 2021
Most participant assets were held in equities, followed by mutual funds.
Potential for SDBA Regulations Getting Renewed Attention
Brokerage windows are useful tools to meet specific participants’ investing needs and the DOL should make it easier, not harder,...