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

Backdoor Roth: Four Tips to Maximize Tax Savings

CPA John Dahlin recommends following these steps to determine if a Backdoor Roth might be appropriate.

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Jim Cramer, CNBC 'Evolve' In Coverage of Index Funds

The CNBC stock picker has become a vocal advocate for passive mutual funds. Here's his reasoning behind such a switch. 

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The Secure Act: What You Need to Know

The retirement picture in America isn't pretty. New legislation, though, seeks to reform the 401(k) and IRA savings landscape. 

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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.