Guided, simple

Welcome to your retirement plan website dedicated to helping you reach your retirement goals. While here, you will find a wealth of education on retirement investing, the benefits of saving in your company's retirement plan, and help with understanding plan features.

Tools Education

Success By Design

  • A focused, faith-consistent investment lineup developed to help simplifiy investing decisions and still offer flexibility
  • Easy-to-own, lower-cost investment choices.
  • Access to services, tools, and resources to help you on your journey to retirement.


Retirement Articles

Putting 'Fiduciary' into Retirement Planning

The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and sponsors.

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Dipping into 401(k) Retirement Savings: Red Flags Abound

The CARES Act creates new flexibility for 401(k) and 403(b) savers. But savings and tax nuances abound. 

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Market Volatility Hits Active Managers Hard

The hedge funds industry is in trouble, and for good reason, notes major news outlets like the WSJ and FT. 

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Your Tools

401(k) Calculator

This 401(k) calculator is helpful in determining what percentage of your salary you should contribute to your 401(k) plan given your age, retirement horizon and employer match.

IFA Risk Based Portfolio Calculator

Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.