Considering New Uses for SDBAs
Self-directed brokerage accounts could be the answer for meeting participants’ ESG investing desires and maybe guaranteed lifetime income needs.
Tag: SDBAs
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,...
What to Know Before Adding an SDBA to Your Plan
Self-directed brokerage accounts offer a multitude of options to the hands-on investor, but there are pros and cons of allowing...
Self-Directed 401(k) Participants Also Increased Trading in Q1 2020
The average Charles Schwab self-directed brokerage account balance was down 14% from the end of 2019, and those participants who...
Average SDBA Balances Fall to $246,153
Mutual funds held the highest percentage of participant self-directed brokerage account (SDBA) assets, according to Charles Schwab.
Most SDBA Participants Invest in Mutual Funds
Retirement plan participants in advised SDBAs displayed a more diversified asset allocation mix and had a lower concentration of assets...
Products |
Vanguard Announces Enhancements to DC and NQ Plan Service Offerings
In addition to a new retirement readiness tool that offers an aggregate picture of retirement savings, Vanguard has partnered with...