Self-Directed Brokerage Accounts

Considerations for offering a brokerage account to retirement plan participants

Robert E. “Emery” Pike, CFA, AIF, a Senior Advisor at Sheets Smith Wealth Management, Inc., and a member of PSCA’s Investment Committee, published this article in the Spring 2025 edition of PSCA’s INSIGHTS Journal.

https://sheetssmith.com/wp-content/uploads/2026/06/Investments_Spring_25_FINAL-Self-Directed-Brokerage-Accounts-in-DC-Plans-with-Disclaimer-added-1.pdf