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The Business of Savings


401(k) portfolios designed to help your employees start right


What if it was easy to choose a selection of diversified stock and bond funds (aka. a model portfolio) that were clearly designed for different savings goals and time horizons?

What if a professional investment committee oversaw the fund line-up and allocation in each portfolio on an on-going basis for you automatically?

Well, these are just a few of the things we do to help employees get off to the right start with confidence. It’s a great way to help employees simply answer what can be the toughest question, “what should I invest in?”

Add in key features such as auto-rebalancing and education programs, and it gets that much easier for participants to keep their investments in line with their goals. That’s important, as it’s common for employees to only check in a few times a year on their account. The easier it is to make and maintain smart decisions, the better.

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