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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.

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Educational Articles

Solo 401(k) vs. SEP-IRA: What Business Owners Need to Know

by Murray Coleman - Monday, 06 December, 2021

Business owners and entrepreneurs do have alternatives to help build their retirement nest eggs at work.

Five End-of-Year Ideas to Polish Your Portfolio

by Murray Coleman - Wednesday, 24 November, 2021

During any downtime in this holiday season, here are some quick ways to sharpen your finances heading into a new year.

Savings Contribution Limits: A Look at Key 2022 Account Levels

by Murray Coleman - Wednesday, 17 November, 2021

Here are the contribution limits in 2022 for some key retirement savings accounts.

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.

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For all non-investment related account inquiries, including the following items, please call Retirement Plan Consultants at the number listed below.

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