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401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
401k Accounts: More Options Than You Know About
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401k Accounts: More Options Than You Know About

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401k accounts have more options than most investors know about. 80% of people set up their 401k account and never make any changes! Learn about the options you have.

401k accounts have more options than most investors know about. 80% of people set up their 401k account and never make any changes! Learn about the options you have.

Published in: Economy & Finance
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  • 1. Mullooly Asset Management Podcast March 13, 2013Mullooly Asset Management March 2013
  • 2. 401k Accounts: BackgroundCreated in 1978, into effect January 1980Alternative to pension plansLimited choices originally Mullooly Asset Management March 2013
  • 3. 401k Accounts: Early YearsStarted offering mutual funds in 401k accountsLimited choices (again)No advice! Mullooly Asset Management March 2013
  • 4. 401k Accounts: 1990-2005Start adding more fundsStart subtracting more fundsStill no advice! Mullooly Asset Management March 2013
  • 5. 401k Accounts: PPA of 2006Limited investment choices posed problemsPension Protection Act of 2006Creation of the self directed brokerage account, also known as SDBA Mullooly Asset Management March 2013
  • 6. SDBA AllowsParticipants to move a portion (or all) of fundsWide variety of choicesWork with an adviserFees paid Mullooly Asset Management March 2013
  • 7. Currently in 2013…Close to 40% of large 401k plans now offer SDBA Mullooly Asset Management March 2013
  • 8. None of the securities mentioned in this (or any) podcast orvideo represent past specific recommendations of MulloolyAsset Management.This video is NOT a recommendation to buy or sell any ofthe securities mentioned here.If you’re relying on a podcast for investment advice, you arelikely making a huge mistake.We strongly urge our listeners to consult with theirinvestment advisor before they make a decision to buy orsell any investment. Mullooly Asset Management March 2013
  • 9. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management March 2013
  • 10. Mullooly Asset Management, LLC support (at) mullooly (dot) net 732-223-9000 www.mullooly.net Mullooly Asset Management March 2013

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