Guided, simple

Welcome to your retirement plan website dedicated to helping you reach your retirement goals. While here, you will find a wealth of education on retirement investing, the benefits of saving in your company's retirement plan, and help with understanding plan features.

Tools Education

Educational Articles

The Hidden Dangers of Borrowing from Your 401(k) Plan

Before taking a loan from your retirement savings account, consider the potential consequences.

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Cash Balance Plans: The New Norm for Retirement Savings?

This form of the old traditional pension plan is growing in popularity as a way to increase retirement savings.

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Navigating Retirement Savings Reforms: Secure 2.0

Here's a look at how the latest tax changes to 401(k) and IRA accounts might impact your nest egg. 

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Your Tools

IFA Risk Based Portfolio Calculator

Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.