Cryptocurrency Assets Make Up Small Part of 401(k) Market, GAO Finds
The government watchdog warned that crypto assets have uniquely high volatility and their returns can come with ‘considerable risk.’
Tag: self-directed brokerage accounts (SDBAs)
DC Plan Investors Allocating to Cash Because of ‘Fear’
Anxiety could keep investors from participating in equity market gains and growth, Schroders data shows.
Judge Sets Trial Date for American Airlines ESG Lawsuit
The airline has sought to dismiss the litigation, but the trial could begin in late June of next year.
Self-Directed Account Balances Rise in Q4
Average balances increased in the fourth quarter, according to the Charles Schwab report on employees invested in the Schwab Personal...
Gender Differences Revealed for Self-Directed Investors
A new survey of pre-retirees and retirees shows disparities between levels of concern for men and women.
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.
Employers Use SDBAs to Give Employees Choice
Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options,...
Council Reports Some Concerns About Brokerage Windows
However, it concluded that the costs outweigh the benefits of additional regulations, except in the case of ‘brokerage window only’...
SDBA Balances Increase in 2021
Most participant assets were held in equities, followed by mutual funds.
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.
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...
Millennials Favor ETFs in Their SDBAs
They also have a larger portion of their portfolios in cash than other generations, according to Charles Schwab.
Considerations for Offering SDBAs in Retirement Plans
A report from Schwab found self-directed brokerage accounts can result in good outcomes, but a brokerage window is not for...
Strong Returns Boost SDBA Balances
A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation...
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.
Millennials Add More to ETFs than Other Generations
A Charles Schwab self-directed brokerage account (SDBA) report found that Gen Xers and Baby Boomers allocated less to their exchange-traded...
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...