No Conflicts in Interest
Using a time tested tactical asset allocation process we manage the participant’s account so they don’t have to.
Helping employees reduce the anxiety they feel about their finances each and every day creates highly motivated and engaged employees.
“Recent Fidelity research found 77% of respondents admitted they did not have the skill, will or time to manage their own investments.” (PLANSPONSOR.com) February 25, 2014 Rebecca Moore
My 401(k) Risk Manager™ is an integrated modeling solution that enables participants to transfer the day-to-day management of their 401(k) account to The Retirement Readiness Institute, having the ability to make smarter asset allocation decisions in real time and give the participant the best professional management experience possible.
My 401(k) Risk Manager™ is a comprehensive tactical asset allocation for mutual fund, ETF and individual securities based portfolios.
Our performance during the 2007-2009 financial crisis is evidence of our ability to minimize the draw-downs experienced during severe market corrections that an investor may otherwise never have the time to recover from.
WE BUILD EMPLOYEE LOYALTY AND CONFIDENCE THROUGH
MOTIVATION • FINANCIAL PLANNING • PERFORMANCE AND TRUST
¹Helman, Ruth ,Mathew Greenwald & Associates; VanDerhei, Jack, Temple University and EBRI Fellow; and Copeland,Craig, EBRI. “The Retirement System in Transition: The 2007 Retirement Confidence Survey” EBRI Issue Brief No. 304 April 2007