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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

Jim Cramer, CNBC 'Evolve' In Coverage of Index Funds

by Murray Coleman - Monday, 11 April, 2022

The CNBC stock picker has become a vocal advocate for passive mutual funds. Here's his reasoning behind such a switch.

The Secure Act: What You Need to Know

by Murray Coleman - Thursday, 27 January, 2022

The retirement picture in America isn't pretty. New legislation, though, seeks to reform the 401(k) and IRA savings landscape.

Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 2022

by Murray Coleman - Monday, 17 January, 2022

Here's a comprehensive listing for a new year with commentary on key changes and considerations.

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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Retirement Plan Consultants Participant service center
877-800-1114

For investment-related questions, please contact:

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Venkat Yarlagadda, AIF®®
Vice President, Wealth Advisor

Toll Free: 888-643-3133

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