Most people think their 401(k) is limited.
To whatever shows up on the default plan mutual fund menu.
Fifteen mutual funds.
A few target dates.
End of story.
But that’s not the whole picture.
Would you like more choices, clarity, and control of your 401(k)?
There’s a 401(k) account option that you may have available.
And not realize or understand it’s there.
Meet the SDBA.
The 401(k) self-directed brokerage account.
Think of it as a brokerage window inside your existing 401(k).
Exactly like the brokerage account you may have outside your 401(k).
Instead of limited to a short list of preselected mutual funds.
You gain access to a wider range of mutual funds.
ETFs (exchanged traded fund,
Individual stocks
Many 401(K)’s with an SDBA allow you to hire an independent investment adviser.
To help you manage a customized 401(k) investment management strategy.
And depending on how your 401(K) sponsor and 401(k) provider are set up.
The 401(k) adviser’s fee can be paid right from your 401(k).
So, find out in the SDBA account option is available in your 401(k).
It’s still your money.
Don’t settle for a limited number of mutual funds.
Your company selected from the lowest-priced provider.
Want a more personalized 401(k) investment management strategy?
Let’s explore if you have the 401(k) SDBA option.
P.S. The SDBA can completely change your 401(k) investment options.
