401(k) and 403(b) Allocation Services 

 

Do you have an employer provided retirement plan, such as a 401(k) or 403(b), that you do not know what to do with? I will review your investment options and recommend an allocation for you. I offer 2 types of plan allocation services: Active and Passive. 

 

Active

Clients using the Active service receive periodic updates (e.g, 4 times per year) on how to allocate their plan options. The increased frequency allows you to respond to ongoing market changes. 

I charge an annual fee based upon the total assets in your plan, according to the following schedule: 

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Passive

Clients using the Passive service receive a recommended allocation with strictly a longer term focus. Recommendations are reviewed no more than annually. 

I charge an annual fee based upon the total assets in your plan, according to the following schedule:

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* The Passive service fee is waived for clients with total plan assets less than $20,000 and regular portfolio management business with True Vine Investments.                                       


 

Do Not Ignore this Essential Asset ...

 

For many Americans, the retirement plan provided by their employer is an essential component of their overall retirement savings. I will make sure you are utilizing yours to the fullest extent and integrate it with your overall investment program. 

For information on how I select funds, refer to my 401(k) Fund Spotlight article series.