EXPANDED INVESTMENT OPTIONS
Plan participants have the option of creating a Self-Directed Brokerage Account (SBDA). Participants can gain access to a variety of additional investment choices, beyond their retirement plan’s pre-selected investment lineup. SDBAs allow participants to take more control by accessing additional investment strategies to design a portfolio of securities that best suits their investment objectives.
Participants can access a variety of investment options, including:
- Mutual funds
- Individual stocks or bonds
- Interval mutual funds
- Private equity funds*
- Private credit/debt funds*
- Private equity real estate funds*
- Hedge funds*
Advisor Managed Account (AMA)
Participants have the option of managing the SDBA themselves or authorizing a third-party financial professional to assist in managing their account. Participants also have the option to retain private client wealth management services of FPLCM. Visit our Private Client Services page for additional details.
Participants can establish a Self-Directed Brokerage Account at Schwab or Fidelity.