Once enrolled, do participants need to revisit the program to make adjustments to their investments?

We encourage participants to visit their retirement account regularly to review the account and make updates based on changes to their personal situation. Beyond that, when participants participate in a managed account not only are their investments determined for them, but beginning on their birthday, the system reanalyzes the account and situation every three months. If participants update any of the factors that help determine their investment allocation, the system will automatically adjust to keep them on the path to achieving their retirement goal.