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Are Brokerage Windows Right for Your Retirement Plan?Williams Mullen |
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Sept. 2, 2021 On-Demand Podcast |
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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. |