What is the Manage It For Me program and how does it work?

This professionally managed program uses a participant’s age, gender, account balance, marital status, state and federal tax rates, present and future contributions, and information on outside savings to create a personalized investment strategy. These factors are used to determine a participant’s retirement goal and how near or far away they are from it. How a participant is performing in relation to their goal gives the system insight to determine an investment allocation purposefully built to put them on a path to retirement success.