401(k) Individual Plan Participants

 

401(k) Individual Plan Participants

Most people do not understand stocks, bonds, and mutual funds. Nor do they understand asset allocation investment strategies. How can an employee who is participating in their company sponsored 401(k) plan build a meaningful investment portfolio from the investment choices available to them? This task is especially hard because most 401(k) plan platforms only provide generic investment education and advice. That is why we offer any 401(k) Plan participant a chance to consult with us to learn how to build a better 401(k) portfolio based on their age, risk tolerance, years until retirement, and outside investments.