Why pay more in retirement?

Our commitment to you is unwavering. And, for the record and on the record, that commitment doesn’t cost you more. As you approach retirement, you’ll likely see more interest from people who want to help you manage your money. They’ll cite three key reasons:

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Low cost service

Our response: our costs and fees are upfront. There are no hidden costs, no surprises, and no other product options to sell. Ask them about all their fees.

More investments to choose from

Our response: we offer a series of specially-selected funds we and our investing consultant feel bring you the best investing value. PLUS, we offer a self-directed brokerage option. That means you have access to all the retail funds available to other individual investors and firms, but at our lower negotiated service fee. Ask about their investment and mutual fund fees.

Personalized attention

Our response: with your Deferred Comp plan account, you have ongoing access to personalized online and in-person experiences!

  • Online tools that give you a personalized Retirement Readiness report - just log in to your account and use My Interactive Retirement PlannerSM
  • Retirement Specialists who meet and talk with you now and throughout your retirement.
  • A Personal Retirement Consultant (PRC) who offers free financial planning services. She can look at your total financial picture (including other assets, including a spouse or partner), and help you make important account decisions along the way.
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