As the end of the year approaches many 401k providers will replace, adjust, and redo various investment options of their company plans.
Please keep us in the loop, as occasionally these changes are dramatic (auto directed transfers) or offer something new we had been waiting for and wanted to invest. We will get back with you very quickly as we know some of these windows of change are short.
What to send us:
The related company email announcement, a fax of the new investment options, or generally as much information as possible, will help us determine if the new options are something we want to participate. By including your latest balances and related investment holdings, we will review our current allocations for possible rebalancing and adjustment needs as well.
Have a Great Day!