News & Analysis as of

Employee Benefits Brokerage Accounts

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

United sues advisory firm for SBDA loan scheme

United Airlines has filed a lawsuit over an alleged scheme with an advisory firm and a scheme to get loans through pilots’ self-directed brokerage window....more

Williams Mullen

PODCAST: Williams Mullen's Benefits Companion - Are Brokerage Windows Right for Your Retirement Plan?

Williams Mullen on

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, Financial Advisor with SageView Advisory Group, for a discussion about using self-directed brokerage windows in retirement...more

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