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SUMMARY | WEALTH MANAGEMENT | INVESTING | TECHNOLOGY | TAX | INSURANCE | PRICING

Take Control of Your Retirement Account at Work

Technology >> 401k app

Know exactly how to invest your account at work & be notified when it's time to update your allocations.

Do you know which of the available options in your plan(s) you should be investing in and how much money you should put into each?

If you are like many people, you picked a couple funds, or a target date fund, or the flavor-of-the-month fund and were left on your own.

With our 401k App service, we will examine all your investment options in your plan(s) and help you identify which options you should invest in given your risk profile and available investment options within your plan.

Only $25/mo, no long-term contract

Easy as 1, 2, 3

 
 

Asset allocation models are periodically reviewed by a professional money manager. You will be notified of any changes to any of the asset allocation models.

 
 

Access the models through the website and/or the app on your phone or tablet.

 
 

If you agree with the asset allocation models, log into your plan sponsor website and make the suggested changes.

YOUR RETIREMENT PLAN GPS

MODELS SPECIFIC TO YOUR PLANS

WEB AND APP

GET THE APP!

 

Just like the GPS in your car guides you to your destination, our 401k app guides your way to getting the most out of your retirement plan(s).

Asset allocation models are based on the exact funds that you have available in your particular plan(s).

You can easily log onto the website anytime to view your asset allocation models. You can also view your models right on your smart phone using one of the mobile Apps.

Download the app for your phone or tablet!