Broker Check

401K Management

| April 26, 2019
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With Life Plan Investments money management services, you can take your retirement plan assets from a static or neglected investment to a dynamic asset being managed at the core of your investment portfolio.

If you are like many investors, your employer-sponsored retirement plan or Rollover IRA may be among your largest assets. Are you giving it the time and attention it deserves in order to protect and help it grow over time?

When you established your retirement plan (401(k), 401(b), 401(a), 457, etc.), you were likely asked to determine your allocations from among a fixed menu of options in areas such as bonds, equities and balanced funds. You may have decided on your own or with a family member, friend, co-worker or even with the help of a knowledgeable advisor. But regardless of how you decided, one thing for certain is that you decided at a point in time. 

The thing is: markets change, information changes..even the investment options available to you may change. How are you factoring that into your retirement plan?

If you are like many investors, you may conclude that you have not been giving this significant investment the attention it deserves. But you should know that there are options available to you to change this. 

Did you know that you can add professional money management to your employer-sponsored retirement plan or rollover IRA? 

Working with a Life Plan Investments representative, you may be able to add professional money management services to your plan. This provides continual monitoring and allocation for your portfolio through changing market conditions. Further, our services evaluate the universe of investment options available through your plan to match your current allocations to current market conditions. 

 

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