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09.02.2021 Benefits Companion Podcast

Williams Mullen's Benefits Companion - Are Brokerage Windows Right for Your Retirement Plan?

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.