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Are Brokerage Windows Right for Your Retirement Plan?

Williams Mullen

Sept. 2, 2021
Recorded Online
Podcast

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.

More Information, How to Register

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