Tier 1 package:
With this package you will receive a risk tolerance questionnaire. Based on your answers you will receive three portfolio allocation options provided by your plan's Advisor. You will be responsible for implementing the strategy through your client portal.
This package includes:
· Risk tolerance questionnaire.
· Portfolio recommendations based on your score.
· 15-minute phone call with one of our Educators to discuss the difference between the Traditional 401(k) and Roth 401(k) options within your 401(k) plan.
Click on the link below to understand Roth vs Traditional 401(k)
Click the link below to check your risk tolerance.
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