How the Advisors Access 401k Works
The Advisors Access 401k makes it easy to get yourself on the road to creating a secure
financial future. Just follow the four steps in the sections that follow to decide which
strategy is right for you:
Step One:
Decide How Much You Need To Save To Reach Your Retirement Goals. Complete the worksheet in Step One to help you make a determination about how much you need to save in order to achieve your retirement goals.
(Click Here for PDF)
Step Two:
Complete the Investor Profile Questionnaire.
Take the Investor Profile Questionnaire (IPQ) to help you better understand your tolerance for risk and comfort with investing. Total your score at the end of the IPQ, which will point you to one of the Advisors Access 401k portfolio strategies.
(Click Here for PDF)
Step Three:
Review the Advisors Access 401k Portfolio Strategies.
Carefully review the information about each of the five Advisors Access 401k portfolio strategies, including the past performance and risk characteristics of the portfolios. (Remember, past performance does not guarantee future results). Further detail on each fund can also be found in each fund's prospectus.
(Click Here for PDF)
Step Four:
Complete your Firm's Enrollment Materials and Select Your Portfolio Strategy.
See your firm’s 401k contact person for the appropriate enrollment materials.
Congratulations – you’re on your way to a secure retirement!
For other Participant Education resources, please click below.