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Considerations When Entering A Brokerage Window

2016-10-09 08_17_04-Films & TV“Most participants aren’t going to make good choices, so I would rather not have them blow themselves up.” This is what one advisor cited in today’s article has to say about the risks associated with retirement plan participants using their company’s brokerage window – “a feature that offers a wider selection of individual stocks and mutual funds to employees who prefer a hands-on approach to investing.” While the author notes that employees who go into a brokerage window tend to have more saved in their retirement accounts, she cautions that this strategy is not for everyone and involves significant risk. To read more about brokerage windows, the risks involved and the author’s suggestions for those considering this option, CLICK HERE.