"There are numerous fiduciary and participant related considerations that typically outweigh the investment flexibility benefit that [self-directed brokerage accounts (SDBAs)] offer. These potential issues coupled with the recent fiduciary regulations ... have many advisors moving these accounts to a more traditional recordkeeper and TPA plan arrangement.... [K]ey points to consider when transitioning from SDBAs to a recordkeeping platform: Ease of Conversion ... Plan Document Analysis ... Assurance of Current and Ongoing Plan Compliance ... Interim Valuation."  MORE >>