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Self Directed Brokerage Account Window

There's a little-known investment option in your 401(k), 403(b), or 457 plan

A self-directed brokerage account is the most underrated investment option in a 401(k) plan. That's assuming, of course, it's even made available to the employee. The simplified explanation of a self-directed brokerage account inside of a 401(k) plan is that it offers individual plan participants (you) a "brokerage window" where they can trade investments (actively managed funds, stocks, bonds, mutual funds, etc.) that aren't in a plan's official investment lineup.

Many companies have added this essential benefit. Check our list to see if your company is one of them. Foard Wealth Management can help you expand your investment options today!

The list below are current companies that have added your "Self Directed Brokerage Window" to their company's 401(k), 403(b), or 457 sponsored plan.

    Ace Medical Group Pllc 
    Albemarle Corporation 
    Applied System Technologies 
    Boggs Paving, Inc.
    Carolina Neurosurgery & Spine Associates, P.A.
    CaroMont Health, Inc. 
    Charlotte Radiology
    Cntb Enterprise, Inc. 
    Compass Group 
    Continental -Automotive Systems
    Continental-Rubber
    Duke Energy
    Enpro Industries, Inc. 
    Jamison Drug Centers, Inc.
    Kennametal  
    Moore & Van Allen PLLC 
    Nucor Corporation 
    Reedy International Corp.
    Tracey Reynolds, Attorney At Law
    Phillippi Investments, Inc.