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Full Version: Limit on Self-Directed Brokerage?
BenefitsLink Message Boards > Retirement Plans > Investment Issues (including self-directed)
CJS07
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
The plan document should certainly indicate those that have the authority to direct the investment of plan assets and to what level.
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