My401(k)Alert
The popularity of 401(k) plans has exploded over the past few decades. What hasn’t kept up is the ability to get personalized advice about the investments available in your plan.
This lack of advice led us to create My401(k)Alert*; a service that analyzes your individual risk tolerance and provides investment options based on your 401(k) plan and the specific options available through your employer.
My401(k)Alert is a service that seeks to provide you with timely, personalized investment allocation advice based on your specific plan options. Because markets are always changing, sometimes it can be prudent to reduce or increase exposure to the stock market. My 401(k) Alert will identify market trends on a quarterly basis to determine the proper offensive or defensive allocation for your portfolio. When a change is recommended at the beginning of a quarter, you'll be emailed the changes and you can simply call your 401(k) plan provider or log onto their website to execute them.
As a My401(k)Alert subscriber, you enjoy:
- Personalized Risk Tolerance Assessment every year
- Quarterly updates, rankings and fund recommendations for your 401(k) plan
- Meetings twice a year to review your plan and any changes in your situation
- Phone support for your questions throughout the year
Combining these tools with our years of experience and network of resources can potentially give you a higher level of confidence that your retirement savings plan is on track. If you'd like more information, please call us at 859-381-0555 or email erich@kyretirepros.com. Schedule with Erich Castillo: Calendar!