If your plan allows, we will assist you in creating a self directed brokerage account for your 401-(k) / 403-(b) plan. Your assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.
You do not have to make the investment changes to your account, because we are actively managing the account for you.
You and your advisor will receive a personalized Quarterly Performance Summary to review your portfolio’s return for the last quarter.
IFP Plan Management