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.

Educational Articles

Three RMD Strategies to Deploy with IRA Savings

Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions. 

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Saving on Taxes: Traditional or Roth?

Determining the best use of these tax-friendly options can prove crucial to boosting your retirement savings. 

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Annual Retirement Savings & Tax Guide: The 'Cheat Sheet' 2023

Here's a comprehensive listing for 2023 with commentary on key changes and considerations.

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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.