Manage more of your retirement savings with investments not available in the standard menu — all inside your existing plan. No new accounts needed.
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Your employer sponsored plan that lets you invest tax deffered in a curated, limited selection — typically mutual funds, target-date funds, and index funds.
Your employer already provides this benefit through [Schwab / T. Rowe Price / Fidelity]. It’s called a Self-Directed Brokerage Account (SDBA) or Participant-Directed Brokerage Account (PCRA). It lets you invest in stocks, ETFs, mutual funds, and more within your 401(k) — managed by your own RIA if you choose.
• Access thousands of investments not on your plan’s core menu
• Professional management by a fiduciary RIA
• No extra fees from your plan sponsor
• Still protected by the same 401(k) rules and tax advantages
1) Log into your 401(k) portal
2) Request the PCRA/SDBA option (already available)
3) Move assets to your chosen RIA inside the plan
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