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"How-to" videos:

Click here to learn the benefits and how to navigate the SDBA from Hewitt Financial Services.

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HFS Available Fund Families

No Transaction Fee (NTF) Funds

Commission and Fee Schedule*

Self Directed Brokerage Accounts (SDBA)

Learn more about the brokerage offering within your Hewitt sponsored Qualified Retirement Plan.

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*This schedule may not be applicable to your Self-directed Brokerage Account. For your plan's schedule, please log into your Hewitt Financial Services account and view the Commission and Fee Schedule located under the Customer Service -> Knowledge Center tab-> Fee Schedule tab.
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experience the following features:

Research—Learn about thousands of different investments on the Hewitt Financial Services website using analysis from many respected research sources including Morningstar, S&P and Thomson.

Online Confirmations and Statements—Account holders can view, download, and print historical trade confirmations and account statements.

Hewitt Personal Finance Center—Further investor information available at

Contact Us:     Hewitt Financial Services is available at 1-800-890-3200
between 9:00 a.m. and 7 p.m. Eastern Standard Time.
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The Role of Insurance in Your Financial Plan

Insurance is an important element of any sound financial plan. Different types of insurance protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death.

The insurance decisions you make should be based on your family, age, and economic situation. There are many forms of insurance and, unfortunately, no one-size-fits-all policy. Life insurance, for example, is a virtual necessity if you have a spouse and children, but perhaps is less important for a single person. Disability insurance, which provides an income stream if you are unable to work, is important for everyone.


Hewitt Financial Services LLC, member FINRA, SIPC, is a broker/dealer that primarily provides services to retirement plans. It is a subsidiary of Hewitt Associates LLC, a global human resources outsourcing and consulting firm, founded in 1940 and headquartered in Lincolnshire, Illinois. Hewitt Financial Services consults on investment issues with Hewitt Associates' defined contribution clients, which represent millions of participants and is approaching $300 billion in assets.
Securities are offered by Hewitt Financial Services, Member FINRA, SIPC .