Find your investing style in three easy steps
Good news: Building a retirement plan doesn’t have to be difficult or time consuming.
Step 1 Answer three questions
- Do I want to select my own mix of individual funds?
- Do I want to decide how much to invest in each fund?
- Will I manage and monitor my account regularly?
Step 2 Get your results
| I answered NO to at least one question | I answered YES to all these questions |
|---|---|
| You might be a Do-It-For-MeSM or Help-Me-Do-ItSM investor. | You might be a Do-It-MyselfSM investor. |
Step 3 Make your choice
Go to your account home page to access your options.
If you’re a Do-It-For-Me or Help-Me-Do-It investor, you may want to consider an option that helps you simplify your overall retirement strategy. The specific choices available can vary based on your plan but generally include Help-Me-Do-It options, such as target date funds or risk-based funds, or Do-It-For-Me options, such as the Managed Account service.2
If you're a Do-It-Myself investor, you may want to build your portfolio with the individual core funds that are included as part of your plan. By following some basic investing principles, you can choose a diversified mix of investments to match your risk tolerance.
No matter your investment type, your plan gives you options to create a retirement savings strategy to fit your unique needs.
1 Source: Employment Projections program, U.S. Department of Labor, U.S. Bureau of Labor Statistics
2 Managed Account, Guidance and Advice services are offered by Advised Assets Group, LLC (AAG), a federally registered investment adviser. More information can be found at www.adviserinfo.sec.gov.
This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.
Key takeawayOnly 5% of people employed in the U.S. are in the financial industry.1
If you’re one of the 95%, investing may leave you feeling intimidated.