We’re excited to announce the release of the newest addition to the NAGDCA Fees Guide, “Self-Directed Brokerage in Retirement Plans: Fiduciary Considerations.”

This comprehensive guide provides valuable insights into the fiduciary aspects of incorporating a brokerage window into your retirement plan. It covers key considerations such as:

  • Understanding the role of the brokerage services provider
  • Assessing fees and compensation structures
  • Implementing plan-specific investment parameters