“401k Alert” is an asset allocation, fund selection and risk management alert system for your retirement plan at work.Subscribe
What You Get With 401k Alert
Most 401(k) retirement plans at work come with canned advice to manage what is possibly your largest investment portfolio during your working years. Does that really satisfy your goals and risk tolerance?
401k Alert solves for the problem of knowing when to make a change to your asset allocation in your retirement plan. We offer alerts when necessary to protect and build your retirement nest egg.
Our 401k asset allocation ideas are made based upon investor risk tolerance and goals. We break the asset allocations down for three types of investors:
- Long-term Growth Investors
- Mid-career Moderate Investors
- Conservative Pre-Retirement Investors
We help you build a retirement plan asset allocation by mapping investment categories to the funds in your plan. These maps outline which funds to use for various investment categories, for example, large cap growth, small cap value, international and whatever else is available in your plan.
We will even build a “Company 401k Mapping Page” within Fundamental Trends if you give us the funds that are available for you. Once you sign up, please contact us to build a fund map for your company’s 401k plan.
401k Alert includes fund maps for those with most popular 401k retirement plans by plan provider. Included are plans built around or by:
- T.Rowe Price
- Charles Schwab
- Government Thrift Savings Plan – TSP
401k Alert And You
Asset allocation is proven to be the driving factor for portfolio volatility. Systematically putting the odds on your side can go a long way to reducing risk and improving long-term results.
Research proves that avoiding the worst sectors and regions of the global economy can improve returns by up to 80%. We begin by reducing or eliminating asset allocations to industries we feel are at the most risk of being disrupted.
A handful of times per year, 401k Alert will post suggested changes to your asset allocation to consider. We will also send you a 401k Alert Email to notify you that we have posted asset allocation updates.
This is a superior approach to the “set it and forget it” that most people choose to employ. We will help your protect your nest egg and grow it when conditions are right.
Join 401k Alert Today
To get full access to our 401k retirement plan resources, updated fund maps and alerts by email, please subscribe for only $99 per year.Subscribe