Self-Directed Brokerage Option

Offer your employees a wider range of investment options with our Self-Directed Brokerage feature, facilitating a personalized retirement savings strategy.

Self-Directed Brokerage Option

Offer your employees a wider range of investment options with our Self-Directed Brokerage feature, facilitating a personalized retirement savings strategy.

Expanding Choices with Self-Directed Brokerage

We can enable a self-directed brokerage option for participants who desire greater control and diversity in their investment decisions, providing guidance to ensure well-informed and thoughtful strategies.
A self-directed brokerage account (SDBA) within a 401(k) or 403(b) plan gives participants access to a much wider array of investment options beyond the plan’s core lineup. This could include individual stocks, bonds, mutual funds, ETFs, and other investment vehicles.
An SDBA is usually suited for more sophisticated investors who want more control over their investment choices and are comfortable with the risks involved. It’s crucial that employees using this option understand the potential risk and rewards, as well as any additional costs.

You’re in GOOD Company

More than 4,500 employees at over 30 companies save with Prosperity 401(k) Advisors.

401k Resources

IRS Updates

2024 IRS Updates: 401(k), IRA, & More

The Internal Revenue Service (IRS) has announced significant updates for 2024, impacting various retirement plans, including 401(k), Individual Retirement Accounts (IRA), and Roth IRAs. These changes, primarily influenced by cost-of-living

Executive employees

Strategies to Retain Top Corporate Talent

Today’s world is evolving rapidly, making it more challenging than ever to attract and hold onto talented employees, particularly senior management. Here are some strategies that might be beneficial, and

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