Self Directed Brokerage Account Window

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There's a little-known investment option in your 401(k), 403(b), or 457 plan

A self-directed brokerage account is the most underrated investment option in a 401(k) plan. That's assuming, of course, it's even made available to the employee. The simplified explanation of a self-directed brokerage account inside of a 401(k) plan is that it offers individual plan participants (you) a "brokerage window" where they can trade investments (actively managed funds, stocks, bonds, mutual funds, etc.) that aren't in a plan's official investment lineup.

All Tennessee State Employees and over 250 Mid-South Companies have added this essential benefit. Click here to see if your company is one of them. RS Financial Group can help you expand your investment options today!

The list below are current companies that have added your "Self Directed Brokerage Window" to their company's 401(k), 403(b), or 457 sponsored plan.

    ACH Food Companies, Inc.
    Adams Keegan
    Albany Industries, Inc.
    Alco Management, Inc.
    Allen & Hoshall, Inc.
    Allen & O'Hara, Inc.
    American Contact Bridge League
    American Lebanese Syrian Associated Charities, Inc.
    Archer/Malmo Advertising, Inc.
    Armstrong Transfer & Storage Co., Inc./Armstrong Relocation Company
    Ashley Furniture Homestore
    Ave Maria Home
    B H Electronics, Inc.
    Baptist Memorial Health Care Corporation
    Baptist Memorial Health Care Corporation
    Barnhart Crane & Rigging Company
    Barr Brands International, Inc.
    Belz Investco
    Binswanger Enterprises, LLC
    Boyle Investment Company
    Briarcrest Christian School
    Bryce Corporation
    Building Plastics, Inc.
    Bulab Employee Stock Ownership Plan
    Campbell Clinic, P.C.
    Carlisle Corporation
    Castle Retail Group
    Central Woodwork, Inc.
    Century Management, Inc.
    Christ Community Health Services
    Church Health Center
    CLK Multi Family Management
    Clopton Clinic Of Jonesboro, Inc.
    Competition Cams, Inc.
    Conrad Pearson Clinic, P.C.
    Consolidated Youth Services
    Continental Traffic Service, Inc.
    Contract Fabricators, Inc.
    Cook Systems International
    Cornerstone Systems, Inc.
    Crew Training International, Inc.
    Crye-Leike, Inc
    Cummins Mid-South, LLC
    D. Canale & Co.
    Daco Corporation
    DDMS Rha
    DMS RHA Tennessee Group Homes, Inc. d/b/a Stones River
    Dexter Hospitality
    Dobbs Brothers
    Doctors Health Group
    Drexel Chemical Company
    Ducks Unlimited, Inc.
    Dunavant Enterprises, Inc.
    E. Ritter & Company and Corporate Subsidiaries
    East Arkansas Area Agency on Aging, Inc.
    Education Realty Trust, Inc
    EnSafe Inc.
    Evangelical Christian School
    Evolve Financial Group
    Farrell-Calhoun, Inc.
    Federal Compress & Warehouse Co., Inc.
    FedEx Corporation Retirement Savings Plan for Puerto Rico
    Ferrell Paving, Inc.
    Fisher & Arnold, Inc
    Floats and Fuel Cells
    Fogelman Properties
    Fowler Foods, Inc.
    Fred's, Inc.
    Future Group of Companies
    Games Workshop Retirement
    Gastroenterology Center of the MidSouth, P.C.
    Ges, Inc.
    Gossett Motors
    Gould's Styling Salon
    Harber-Laman, LLC
    Management Company
    Harding Academy of Memphis, Inc.
    Healthcare Services Group, Inc.
    Heavy Machines, Inc.
    Hnedak Bobo Group, Inc.
    Home Office, LLC
    Hospitality Management
    Advisors, Inc.
    Hunter Fan Company
    Hytrol Conveyor Company, Inc.
    Hytrol Conveyor Company, Inc.
    Independent Bank
    Independent Southern Bancshares, Inc.
    Industrial Painting LTD., Inc.
    Institute of Community Services
    Interstate Blood Bank, Inc.
    Irc - Interstate Realty Corporation
    Iron Data Solutions, LLC
    J Line Pump Company
    J.K. North America, Inc.
    J.T. Shannon Lumber Company, Inc.
    JME, Inc.
    John J. Campbell Co., Inc.
    K.T.G. USA LP
    Kele, Inc.
    Kemmons Wilson Companies
    Laboratory Management Partners, Inc.
    Landau Uniforms, Inc.
    Langston Companies, Inc.
    LASCO Fittings, Inc.
    Lausanne Collegiate School
    Ledbetter Packing Company
    Stone & Gravel
    Lemoyne Owen College
    Lipscomb and Pitts, LLC
    Livestock Nutrition Center
    Lucite International
    Meadow Wind Health Care, Inc.
    Memphis Country Club
    Memphis Goodwill Inc.
    Memphis Jewish Home
    Memphis Obstetrics & Gynecological Association, P.C.
    Memphis University School
    MERS, Inc.
    Methodist Healthcare
    Mid South Transport, Inc.
    Mid-America Apartment Communities, Inc.
    Mid-America Apartment Communities, Inc.
    Mid-South Ag Equipment
    Mid-South Health Systems, Inc.
    Mid-South Maintenance Inc
    Mid-South Regional Blood Center
    Mid-South Surgical Specialist
    Mirabile Investment Corporation
    Monogram Food Solutions
    MSK Group
    Mueller Industries, Inc.
    National Guard Products, Inc.
    National Security & Trust 401k Profit Sharing Plan
    New Horizons Computer Learning Center of Memphis, Inc.
    NKC of America, Inc.
    NovaCopy Inc.
    Optus, Inc.
    Orgill, Inc.
    Orion Federal Credit Union
    Ozark Motor Lines, Inc.
    Peabody Hotel Group
    Perkins & Marie Callender's Llc
    Pickering, Inc.
    Plant Maintenance Service Corporation
    Poplar Healthcare
    Power & Telephone Supply Company
    PPS Holdings, Inc.
    Presbyterian Day School
    Professional Care Services
    Professional Healthcare Management, Inc.
    R.E. Trans
    Razorback Concrete Company
    Regional Adjustment Bureau, Inc.
    Ritchey Management II
    Royal Furniture Company
    Schulz Xtruded Products, Lp
    Semmes-Murphey Clinic
    ServiceMaster by Stratos
    Shelby Group
    Shelby Residential & Vocational Services, Inc.
    Southeastern/Quality Health Facilities
    Southern College of Optometry
    Southern Systems, Inc.
    Southwest Tennessee Electric Membership Corporation
    St. Clair Foods
    St. George's Independent School
    Stabilit USA
    Standard Construction Co., Inc.
    Stepherson, Incorporated
    Stratas Foods, LLC
    Support Solutions
    TAG Truck Enterprises LLC
    Tennessee Tractor, LLC
    The Advanced Services, Inc.
    The Alpha Corporation of Tennessee
    The Hutchison School
    The Hutton Company
    The Juice Plus+ Company, LLC
    The Lilly Company
    The Mallory Group
    The Pictsweet Company
    The Tri-State Truck Center, Inc.
    The Troxel Company
    The Village At Germantown
    The West Clinic Top Rx, LLC
    Tops Bar-B-Q, Inc.
    TruckPro, LLC
    True Temper Sports, Inc.
    TSM Corporation
    United Auto Delivery
    UT Medical Group, Inc.
    V Alexander & Co., Inc.
    Varsity Brands, Inc.
    Versant Supply Chain, Inc.
    Verso Paper Corp.
    Virginia-Arkansas Distributing Co.
    Wecare Services Inc. d/b/a Comfort Keepers
    Wepfer Marine, Inc. Wesley Housing Corporation of Memphis, Inc.
    West Fraser, Inc.
    West Fraser, Inc. Hourly Savings Plan
    West Tennessee Bancshares Stock Ownership Plan
    Whitmor, Inc.
    Williams Equipment & Supply Company
    Wolfchase Honda-Nissan
    Wright Medical Technology, Inc.
    Wunderlich Securities
    Youth Villages

5050 Poplar Avenue Suite 2405, Memphis, TN. 38157

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IRS Circular 230 Disclaimer: To ensure compliance with IRS Circular 230, any U.S. Federal Tax Advice Provided in this communication is not intended or written to be used, and it cannot be used by the recipient or any other taxpayer (I) for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or (II) in promoting, marketing or recommending to another party, a partnership or other entity, investment plan, arrangement or other transaction addressed herein.

Investment Advisory Services offered through Virtue Capital Management, LLC; A SEC registered investment advisor. Virtue Capital Management is independent of RS Financial Group.

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