Allocating Your 401(k)

You may have a work sponsored retirement plan such as a 401(k) or 403(b).  Often times, very little guidance is provided on how to allocate these accounts appropriately.  

If this sounds like you, click on the image below to see how you might want to allocate your personal account.  You will get a quarterly update specific to your retirement plan's investment options so that your allocation will change as markets change.  No payment information is required. You will need to upload a list of your current investment options if your company plan is not already on file.


The above image is an example of what a recommendation might look like.  It is not an actual recommendation.

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