Numerous retirement plan participants make the mistake of believing that once their individual retirement account at work is setup, they should never have to give it another thought. With the values of many of these accounts diminishing, Balser Wealth Management, LLC has developed a hands-on way to help endure the unpredictable markets. The service, known as PERSONAL 401(k) ADVISOR, is designed to assist investors and employees in managing their own individual retirement account at work. PERSONAL 401(k) ADVISOR provides easy-to-understand, customized advice for employees investing in their company's retirement plan.
Unlike most advice services, ongoing recommendations are made through a process of selecting and monitoring the specific investments offered within the company's plan. As market conditions change, employees are notified to adjust their investment allocations. The investor/employee makes the final decision to implement the allocation changes.*
PERSONAL 401(k) ADVISOR can help investors and employees regain control of their retirement plan by monitoring the risk in their individual retirement account at work.
Most retirement plans require employees to research various investment options offered by their employer and put together their own portfolio. This can be a very time consuming process many indivifuals don't fully understand. With Personal 401(k) Advisor investors and employees can now receive assistance with their asset allocation and investment decisions from professionals. The service is applicable with most 403(b) and 401(k) plans.
Today's stock market volatility is causing unrest for some 403(b) and 401(k) holders.The Buy and Hold strategy is no longer be the way to manage personal retirement accounts at work. Everyday proves to be another mystery of how the market will react and impact the investor. Personal 401(k) Advisor provides personalized care and advice for the individual retirement account investor at work.
* Balser Wealth Management, LLC will adjust the investment allocations if requested. |