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For the past decade, mutual funds have dominated the investment menus of self-directed small business retirement plans. But if you want to “go where the growth is,” offer small business owners in your market a self-directed brokerage option (SDBO).

These options are the equivalent of a brokerage account inside a participant-directed retirement plan. Cerulli Associates reports that about 15% of all 401(k) plans now include SDBOs. According to Charles Schwab, three-fourths of the new plans it has opened recently offer SDBOs, and the firm’s total assets in these accounts now exceeds $5 billion.

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Peter Westerman



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