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Your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Select which type of account you would like to sign up or register for.
Create your personal financial dashboard.
View your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Get more with Personal Strategy+
Get comprehensive wealth management for all of your accounts. We’ll monitor and rebalance your employer-sponsored retirement accounts, including 401(k) and 403b1. Plus, you can track all of your employer-sponsored retirement plan transactions simply by glancing at your Personal Asset Personal Dashboard™.
We do the work for you
Take a confident approach to reach retirement by letting us manage your employer-sponsored retirement accounts.1
Custom allocation
Get a custom-built allocation based on your plan’s investment options and your full financial picture. We’ll dynamically shift it over time to align with your Personal Strategy.2
Monitoring and rebalancing
We monitor your plan options and make changes to your investments, regularly rebalancing your employer-sponsored retirement account back to your custom target allocation.
Dashboard reporting
Your employer-sponsored retirement account will appear as a managed account, so you can keep an eye on all transactions via the Personal Strategy section of your dashboard.
Higher average returns3
Get Personal Asset ’s wealth management expertise on your employer-sponsored retirement accounts. In certain periods of market volatility, plan participants who used some form of investment assistance with their plan achieved 3% higher returns net of fees than plan participants who did not seek assistance.
1 Must be a non-Personal Asset retirement account. May not be available for all plans.
2 Target allocations for Personal Strategy+ accounts will be built in an attempt to align with the fundamental asset allocation of the Client’s Personal Strategy. In alignment with this general approach to investing, preference will generally go to selecting low-cost passive index funds over actively managed mutual funds for otherwise similar plan options. Funds are selected within the context of their overall fit in the portfolio allocation and how well they represent a particular asset class that the Personal Strategy is aiming to replicate. The investment selection process involves a cost/benefit analysis that takes into consideration cost, diversification benefits, risk, return, our preference for unaffiliated products, and plan constraints. There will be allocation and performance differences between a Client’s Personal Strategy+ employer-sponsored retirement account(s) and the Client’s core Personal Strategy account(s).
3 According to Financial Engines research, Help in Defined Contribution Plans: 2006 through 2012, May 2014. For a complete copy of the research study, visit https://corp.financialengines.com/employers/FinancialEngines-2014-Help-Report.pdf
