TITLE

Are self-directed brokerage accounts making a comeback?

AUTHOR(S)
Kalish, Jerry
PUB. DATE
December 2010
SOURCE
Employee Benefit News;Dec2010, Vol. 24 Issue 15, p32
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the consideration before adding self-directed brokerage accounts to 401(k) in the U.S. The three considerations include administrative parameters, investment restrictions and qualifying plan assets. It states that self-directed brokerage accounts if properly structured and administered, have the potential in helping participants have a favorable retirement outcome. Details regarding the exemption of the brokerage account are discussed.
ACCESSION #
57934194

 

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