Educate your workforce on their existing PCRA/SBDA benefit

Manage more of your retirement savings with investments not available in the standard menu — all inside your existing plan. No new accounts needed.

Help Your Employees Unlock More from Their Existing 401(k) Benefit

Provide compliant education about the PCRA/SDBA option your plan already offers — no cost to you or the plan.Industry stats show only about 2–3% of participants typically invest through brokerage windows/SDBAs when offered.

Why HR Teams Choose PCRA Education

• Increases participant engagement and satisfaction
• Helps employees understand a benefit they already pay for
• Fiduciary-friendly
• Improves overall plan outcomes without changing recordkeepers

Free Resources for HR

• Sample compliant employee email templates
• One-page PCRA explainer PDF
• Webinar replay: “How to Talk About SDBA/PCRA Without Risk”
• Quick-start guide for Utah plans (URS-Schwab, Intermountain-T. Rowe Price)

Request PCRA Resources