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January 08, 2007
Ever Used A Brokerage Window in Your 401(k)?
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.
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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.
Posted by: Joe Keer at February 26, 2007 01:23 PM