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Category Archives: 401(k) – SDBA

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FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts
Written by Stephen Ostrofsky, CFP®   The pursuit of personalized investment advice might seem elusive for many Florida Retirement System (FRS) Investment Plan participants.  For many, the Self-Directed Brokerage Accounts (SDBAs), has gone unnoticed by PBSO deputy sheriffs and employees since 2014.  In January 2014, the FRS announced the SDBA option for FRS Investment Plan investors to provide greater…
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Personalized Investment Advice through Self-Directed Brokerage Accounts

Personalized Investment Advice through Self-Directed Brokerage Accounts
Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors.  Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees.  In January…
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New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice

New Department of Labor Rules Provides Greater Transparency for Investors Concerning Retirement Investment Advice
  New Department of Labor (“DOL”) rules have been enacted to provide greater transparency for investors concerning retirement plan investment advice.  On April 8, 2016, the DOL defined the term “fiduciary”, as it relates to the new conflict of interest rule concerning “retirement investment advice”, designed to protect investor retirement accounts.  The new DOL changes…
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