Available for 401(k), 403(b) and 457(b) plans, our Mainspring Managed service helps address the personal needs of individual participants. This service considers a participant's tolerance for risk, personal savings goals, retirement timeline and projected retirement income needs.
- A personalized savings and investment plan that maps out a customized strategy
- A holistic viewpoint, considering all retirement savings, such as IRAs and spousal/partner assets
- Customized automatic contribution increase to help meet retirement income goals
- Quarterly statements that track progress in meeting goals over time
- Portfolio monitoring and funds adjustments as necessary
- Access to investment advisor representatives within our Advisory Service Center