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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.

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Retirement Articles

Five 'Easy' End-of-Year Ideas to Polish Your Portfolio

During any downtime in this holiday season, here are some quick ways to sharpen your finances heading into 2020. 

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The Correlation Between Indexing's Rise and 401(k) Lawsuits

Study by Boston College ties legal complaints about retirement plans to a growing demand for index funds.

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Solo 401(k) vs. SEP-IRA: Which is Better?

Business owners and entrepreneurs do have alternatives to help build their retirement nest eggs at work. 

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Your Tools

Dimensional Fund Advisors Retirement Income Calculator

This calculator is designed to help give you a sense of how much income your savings may provide in retirement based on several inputs and an assumed asset allocation that shifts over time.

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.