401(k) Management for Individuals

Our team is positioned and approved to help you manage the 401(k) account held with your employer. We offer investment recommendations to buy or sell within your employer’s 401(k) plan based on your investment goals, needs and risk tolerance.

As an employee, you have no control over which company is providing your 401(k) plan, and you have no control over which investment choices you’re given – though you have some control in making investment choices within your plan. For most people, the opportunity for a comfortable retirement relies heavily on the value of their 401(k) plan as the main source of income in retirement – so it’s extremely important to build and preserve it.

Here’s how we help. In some cases, we’re able to manage your 401(k) account by making the investment changes for you and acting as your asset manager. In other cases, we email you changes and then you log in to your 401(k) site to make the changes.