403b self-directed brokerage accounts (SDBAs) allow you to transfer a specified amount of your 403b investment dollars to an outside broker for investment in a large array of alternative mutual funds
Taxable mutual funds are offered in the Schwab self-directed brokerage window for each provider shown below.
| Corebridge | Empower | Horace Mann | Voya |
|---|---|---|---|
| 888-393-7272 | 800-677-2363 | ||
| Yearly Fees (Other fees may apply) | |||
| $50 | $50 | $100 | $50 |
| Core Account Minimum Balance Requirement | |||
| $0 | $500 | $500 | $500 |
| Transfer Amount Minimums | |||
| No minimums | Initial - $500 Subsequent - $1 | Initial - $1,000 Subsequent - $500 | Initial - $500 Subsequent - $1 |