PERAPlus 401(k) Plan

Self-Directed Brokerage Account

Manager: TD Ameritrade

Category:Brokerage Account

Strategy: Provides access to a wider array of investment choices, including open-end mutual funds, fixed income securities, ETFs, and publicly traded stocks.

Expenses: Annual $50 self-directed brokerage fee. The Plan administration asset-based fee for the Self-Directed Brokerage Account has been reduced to 0 percent because PERA receives revenue sharing from TD Ameritrade.

Schedule of Commissions and Fees

Fact Sheet
401(k) Plan Self-Directed Brokerage Account Application Form
Third Party Trading Form for TD Ameritrade Self-Directed Brokerage Accounts