Last week, I was introduced to Bob. He works at a local Minnesota company. I was not familiar with his company 401(k) retirement plan offering. I was very eager to find out what how well his company 401(k) retirement plan menu would compare to other Minnesota...
There has been a flurry of articles lately on the Department of Labor decision to ask for more guidance on the brokerage window option in company 401(k) retirement plans. This option is often referred to as the SDBA (self-directed brokerage account). Charles Schwab...