Retirement plan decisions made easy
Annual Financial Tune-Up
The Annual Financial Tune-Up is a review of changes that may have occurred in your life over the past year that can result in recommended adjustments to retirement plan participation. The Tune-Up begins with a checklist of changes, such as whether there’s been a marriage in the family, or whether the plan’s employer match has changed. Each change you enter triggers a prompt to update other information, such as beneficiary designation or contribution amount. The Tune-Up also helps you update asset allocation based on changes in your age as well as changes in the investment universe. At the end, you will rest assured that you are up-to-date and your investment vehicle will run smoothly for the next year.
Available in the Silver program level.
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