Are you making the right choice with your 401k?
Many of our client's and friends have invested in their employer's 401(k) plan. In the past, it has been very difficult to provide timely information and suggestions for these types of accounts because each 401(k) plan is unique, as is each investor. A new personalized service, Active401(k)(tm), solves this problem. This new service helps meet a serious challenge for the average investor - how to make informed choices within the limits of their employer’s 401(k) plan.
Here’s how this new service works: Active401(k)(tm) ranks your current 401(k) investment options within your employer’s specific plan, based on current trends and long term performance. Then it builds a portfolio that fits your personal risk tolerance selected from the plan's available options. Each quarter you’ll receive a suggested allocation, listing Active401(k)(tm)'s recommended selections. All you do is log in to your retirement plan website to make the changes. It’s that simple. And, you always stay in control.
We offer Active401(k) subscriptions on a monthly, quarterly or annual basis.