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May 1, 2025

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

An option offered by some 401(k) plans that allows participants to invest in funds and individual stocks and bonds outside the regular investment menu. Also referred to as a self-directed account.

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