Investing | March 23rd, 2022 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,...
Compliance | February 22nd, 2022 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’...
Investing | May 21st, 2019 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...
Investing | March 13th, 2019 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.