401(k) Self Directed Brokerage Accounts: Fiduciary Considerations, 401(k) Fridays Podcast with Rick Unser

This episode is a follow on conversation to an episode a few months ago where we talked about the operational aspects of self-directed brokerage accounts in workplace retirement plans.  While you don’t have to listen to the prior episode first, it is definitely worth checking out if you are interested in the topic.  Today, Tom Clark, a Partner and ERISA Attorney with the Wagner Law Group and I jump into the sometimes scary and confusing fiduciary territory of offering self-directed brokerage accounts.