401kActiveWatch For Individuals
401kActiveWatch offers you the choice of investment assistance according to your specific needs. So, whether you want only investment recommendations based on market conditions, or active investment management of your entire 401k portfolio – we can help you. And, we do this by complying with “Fiduciary Standard” – to act solely in your best interests!
Some Helpful Videos.
Issues Participants Commonly Encounter
Below are issues that Participants constantly confront. 401kActiveWatch was developed to guide individuals through their Retirement process. As always, if you have any questions, please feel free to ask us by connecting with us below.
Professional Account Management
What are the best ways to manage your 401k account? We can help you professionally manage your 401k accounts. Our AlphaSolutions Models come with Built-in Downside Risk Controls.
Target Date Fund Concerns
For years 401k participants are told that proper asset allocation models like Target Date Funds can reduce risk and improve your retirement outcome. So, what happened if you were properly diversified or in a Target Date Fund during 2008?
Improving Participant Behavior
Its human nature for investors to panic during periods of high market volatility. This is why 401kActiveWatch relies on fact based investing that’s rules driven to address human irrational investor behavior.
401k Retirement Advice
Have you ever wanted someone to personally advise you on your retirement savings plan? As a 401k participant, you probably didn’t receive personal advice from your 401k service providers and wonder why not. Well, we can and will.
What are the things to keep in mind for Retirement? We can help you better prepare by identifying for you & educating you in the many areas needed to Retire Confidently.
The Benefits are Straight Forward.
– Professional Account Management
– Fiduciary Investment Advice
– Comprehensive Financial Planning
– Improve Retirement Outcomes
– Market Focus Newsletter
– Access to Address Questions
– One-on-One Meetings
– Retirement Cash Strategies
401kActiveWatch can manage your 401k Account according to your specific needs. From providing recommendations, to actively managing your 401k Account through our portfolio managers. 401kActiveWatch offers you a comprehensive “just do it for me” solution.
Key Questions to Address
- Can you help me make better informed investment decisions?
- I can’t stomach losing my retirement savings in the stock market. Do I need the inherent returns and risks of stocks to reach my retirement goals?
- Can I meet with an investment advisor one-on-one, who I know is advising me solely in my best interests?
- Will I be able to inquire and talk directly with a portfolio manager to understand more how my account is or will be managed?
- How can I become more confident with retiring?