Self-Directed Brokerage Account

If a plan requires access to even more extensive investment choices, Pentegra also offers a self-directed brokerage account, the Personal Choice Retirement Account (PCRA). The self-directed brokerage account works in tandem with the plan's core investment choices, offering maximum choice and investment flexibility so savvy investors can take a more active role in managing their assets.

The self-directed brokerage account is administered through an alliance with Charles Schwab and Company, Inc. Through the self-directed brokerage account, plan participants may access a wide range of investments including more than 2,000 mutual funds from over 300 fund families as well as individual securities.