HERE FOR YOU… NOW AND DOWN THE ROAD
PARTICIPANTS
In a changing world, your retirement account needs careful and consistent attention. And you’ve got it with our professional management. We monitor your account so it remains appropriately allocated and diversified over time. And while we can’t prevent the market from going down, we can help you manage your risk with a disciplined, long-term strategy. We’re always here to help. Whenever you have questions—big or small—simply call or e-mail us. Every quarter you’ll receive a Progress Report showing your account balance, the potential value of your account when you retire, and the adjustments we’ve made to reflect your situation and market conditions. Along with our professional management and with your input we’ll produce a personalized Retirement Plan that shows your total income picture—all of your sources of retirement income that you tell us about, including your 401(k), Social Security, pension and any other income accounts you or your spouse may have. Of course, the more information you give us, the better. By working directly with an investment advisor, you can decide whether to change your desired retirement age, adjust your risk preference, or have us consider other investments you hold.
And, as you approach retirement, you get detailed Retirement Checkups with our expert investment advisor who can help you stay on track. Additionally, we’ll also show you how much income you may receive if you started payouts today. Planning for the future is the key to success. That’s why we help you create a retirement plan designed to help keep you on target. It’s focused on the essential investment, savings, and retirement income strategies you’ll need. We believe in the power of personalization. With extremely powerful technology you’ll get a personalized retirement plan designed to help maximize your potential income at a risk level that’s right for you. We start by helping you set a risk level that’s appropriate for your age and when you plan to retire.
When you’re ready to start payouts from your employer sponsored retirement account, we can discuss all options available to you and what the best approach would be for your unique situation. If you decide you need income now, we can explain the choices available and discuss the best ones for yo