Dignity Health Retirement Plan
Frequently Asked Questions:
Some retirement plans offer a feature referred to as a Self-Directed Brokerage Account (SDBA). The problem is that not many participants really understand what it is or why they might want to use this feature. The SDBA allows participants to make investments outside of their regular plan window. So rather than being limited to a smaller number of options offered within the plan, a self-directed brokerage account often includes many more investments, such as stocks, bonds, mutual funds, and ETFs.
If you’re interested in adding the self-directed brokerage option, you will be required to fill out an application. In many cases this can be done online. Once established, you’ll be able to move all or a portion of your retirement accounts assets into the SDBA.
If you’d like to schedule a consultation with one of our experts, you’re welcome to email (firstname.lastname@example.org) or call us (248-566-1122 x 113) and we can set up a time to introduce you to both Q3 and one of our Representatives. In addition to providing an overview in person, we welcome the opportunity to discuss our services with you via webinar.
If you’d like more information on our services prior to setting up a consultation, simply email us (email@example.com) with the following information: Name / Employer / Your Location.
Q3 is a fee-based investment Advisor. This means that we do not charge commissions or benefit monetarily by the frequency of trades. Advisory fees vary depending upon the size of your portfolio and, depending on the custodian, are deducted on a quarterly basis after we have performed the service. You are free to terminate our service at any time.