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Live Online Webinar - The Role of Self-Directed Brokerage Accounts within Employee-sponsored Retirement Plans
Tuesday, August 22, 2017, 1:00 PM ET - Register Now!
 

A diverse selection of investment options is important to ensure every participant in your retirement plan has suitable choices to help meet his or her retirement goals. With a Self-Directed Brokerage Account (“SDBA”) option, participants can create investment portfolios that uniquely reflect their own retirement planning needs and objectives.

When:

Tuesday, August 22nd at 1:00 p.m. ET. Approximately one hour in length.

Register Now

 

What Will You Learn?

   

What is a Self-Directed Brokerage Account? 

How an SDBA benefits plan sponsors

SDBA product details and options

How SDBAs work within the regulatory environment of ERISA

Trends related to SDBAs in the marketplace

 

Featuring a live Q&A session with the speakers

 
 
 

Presenters:

     
 

Ginger Brennan,
CEBS

Senior Vice President National Director of Sales and Marketing

ABA Retirement Funds Program

Eric Bildt,
AIF

Senior Manager Product & Vendor Management

TD Ameritrade

Megan Rogers

 

Vice President Sales & Consulting

TD Ameritrade

 
 
 
 

About the ABA Retirement Funds Program:

This free webinar is brought to you by the ABA Retirement Funds Program (“the Program”). The Program has been providing affordable retirement plans to the legal community for over 50 years. It is organized as an Illinois not-for-profit corporation and is dedicated to providing retirement services exclusively to the legal community. It currently services nearly 3,900 law firm retirement plans and has over $5.5 billion in assets.

Plan Administrator Bulletin

800.826.8901

Plan Administrator Bulletin

www.abaretirement.com

Plan Administrator Bulletin

joinus@abaretirement.com

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ABA Retirement Funds Program
P.O. Box 5142 | Boston, MA 02206-5142

©2017 ABA Retirement Funds Program.
All Rights Reserved.

Please read the Program Annual Disclosure Document (April 2017) carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: joinus@abaretirement.com.

Registered representative of and securities offered through Voya Financial Partners, LLC (member SIPC).

Voya Financial Partners is a member of the Voya family of companies (“Voya”). Voya, TD Ameritrade and the ABA Retirement Funds are separate and unaffiliated and not responsible for each other’s services or policies.

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

CN0720-35988-0819D

07/2017