Brokerage Windows for Defined Contribution Plans | Practical Law

Brokerage Windows for Defined Contribution Plans | Practical Law

A Practice Note providing an overview of self-directed brokerage accounts (SDBAs), also known as self-directed accounts (SDAs) or brokerage windows, which permit participants to choose investments that are not part of the regular investment fund choices under their employer-sponsored retirement plans.

Brokerage Windows for Defined Contribution Plans

Practical Law Practice Note 0-554-3313 (Approx. 17 pages)

Brokerage Windows for Defined Contribution Plans

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Practice Note providing an overview of self-directed brokerage accounts (SDBAs), also known as self-directed accounts (SDAs) or brokerage windows, which permit participants to choose investments that are not part of the regular investment fund choices under their employer-sponsored retirement plans.