401(k) Fridays Podcast

This week we take our first glimpse into self directed brokerage or brokerage accounts linked to workplace retirement plans.  Historically this has been a confusing and polarizing topic amongst retirement plan sponsors and the retirement industry.  To help with the conversation, I have Nathan Voris, Managing Director for Business Strategy of Charles Schwab Retirement Plan Services.  During our conversation, we tackle a statement popularized in a movie classic that probably applies to how some people view these accounts, we discuss the basics and mechanics of self-directed brokerage accounts, some creative things that plan sponsors are doing with them and trends to keep an eye out for in the future.  This episode focuses mostly on the operational side, my conversation with Nathan also has inspired me to bring back to popular podcast guests to discuss the fiduciary and regulatory side of the conversation in the near future.  Guest Bio Nathan Voris joined Schwab Retirement Plan Services in 2016. He is responsibl