SDBAs Among 2021 Benefits Trends: Fidelity

More than 20% of workplace savings plans offer an SDBA along with their other benefits, according to Fidelity internal data. The number of employers that offer self-directed brokerage accounts is up three times over 2010, the company said. Fidelity published predictions in January about how employers might respond to employees’ changing needs as they adjust to yet another new normal.

Related: Investors in the Retirement Savings Drivers’ Seat

“As more workers express interest in specific investments for their retirement savings, a growing number of employers are adding a self-directed brokerage window to their workplace savings plan,” according to the release.

Fidelity based its predictions on “conversations with thousands of employers from a variety of industries,” and found that they are increasingly considering diversity and inclusion in their benefits decisions.

Some other trends Fidelity expects to see from employers this year include:

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