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Replying to Avatar Ryan Reynolds

100%, Jack!

My 401k - Roth & Regular (the company match) - are both now in a Personal Choice Retirement Account (PCRA).

Getting this option added, via Principal (facilitated thru Schwab) was a bitch. Took 4-5 months, and I was the one driving it for my company.

Went live in August, I’m up 2-3x versus the standard plan options I left……sadly I’m the only employee who has taken advantage of it.

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Trent Dudenhoeffer 1y ago

Kudos to you! I’m a financial advisor and a PCRA or Brokeragelink option is the first thing I look for when reviewing a client’s 401(k). Nice work!

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