On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, Financial Advisor with SageView Advisory Group, for a discussion about using self-directed brokerage windows in retirement plans. Listeners will learn how to determine if this concept is a good fit for their organization, the potential costs and benefit and related fiduciary See more +
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, Financial Advisor with SageView Advisory Group, for a discussion about using self-directed brokerage windows in retirement plans. Listeners will learn how to determine if this concept is a good fit for their organization, the potential costs and benefit and related fiduciary considerations.
https://www.williamsmullen.com/news/williams-mullens-benefits-companion-podcast-are-brokerage-windows-right-your-retirement-plan See less -