Self-directed retirement brokerage accounts to be available soon

Beginning Sept. 30, 2024, the university will have a new option for retirement plans: self-directed brokerage accounts. This option allows plan participants to buy and sell investments outside of the plans’ core investment options through a self-directed brokerage account within the plan. Available investments include certain publicly traded mutual funds not already offered in the plans’ core investment options.

Learn more about setting up and accessing brokerage accounts with your investment carrier, TIAA and Vanguard.