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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.

Tools Education

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Retirement Articles

Annual Retirement Savings & Tax Guide: The 'Cheat Sheet'

Here's a comprehensive listing for a new year with commentary on key changes and considerations. 

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Pre-Tax or Roth 401(k) Contributions: What Should I Do?

To help choose the best retirement savings option that fits your needs, here's a look at some options. 

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Savings Contribution Limits: A Look at Key 2021 Account Levels

Contribution limits for 2021 in some areas of retirement are rising. Meanwhile, others are staying the same.

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Your Tools

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.