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Ever Used A Brokerage Window in Your 401(k)?

Posted by: Lauren Young on January 8, 2007

I’m doing some research on retirement plans. Do you know anyone who has unlimited investment options available in their company’s 401(k) plan? This option, known as a “brokerage window” or “SDA” for self-directed account, lets 401(k) participants invest in nearly every fund and stock offered by the broker a company uses to administer its plan. Fidelity, Merrill Lynch, and Charles Schwab are some of the companies that offer these accounts.

If so, I’m curious to hear if you feel overwhelmed by so many choices, or if you think you have a better portfolio than your peers, thanks to a broader range of options.

Lemme know!

Reader Comments

Joe Keer

February 26, 2007 1:23 PM


I work for Motorola which unfortunately does not yet offer an SDA nor do they offer the Roth 401k.

I have written to HR and Hewitt Associates a couple of times to no avail. I'd be interested in knowing how many and which companies offer these and what experiences their employees have had.



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Bloomberg Businessweek’s Ben Steverman focuses on the latest moves in financial markets and emerging trends in stocks, bonds, and funds, always with an eye toward giving readers a better understanding of the sometimes confusing and often chaotic world of money. Standard & Poor’s senior index analyst Howard Silverblatt will also provide his take on companies’ finances and the markets. Voted one of the “Top 100 Finance Blogs” in 2007.

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