CJS07 Posted April 29, 2009 Posted April 29, 2009 Haven't had any experience with Self-Directed Brokerage until now. Is there supposed to be something in the Plan Document stating what % of a participants account they can invest in self-directed brokerage? Also, do many of the institutions (ING, John Hancock. . .) limit the % an individual can put into self-directed brokerage portion of the plan?
WDIK Posted April 29, 2009 Posted April 29, 2009 The plan document should certainly indicate those that have the authority to direct the investment of plan assets and to what level. ...but then again, What Do I Know?
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