401k Platform

Plan Models

Plan participants can build their own portfolios with any combination of funds on our platform. Most have found it more effective and convenient to choose one of our six risk-based models. The model asset allocations are summarized in below:

Model pie charts

  • Aggressive Portfolio Model: Stocks 85% / Bonds 15%
  • Moderately Aggressive Portfolio Model: Stocks 70% / Bonds 30%
  • Moderate Portfolio Model: Stocks 55% / Bonds 45%
  • Moderately Conservative Portfolio Model: Stocks 40% / Bonds 60%
  • Conservative Portfolio Model: Stocks 25% / Bonds 75%
  • Ultra Conservative Portfolio Model: Stocks 10% / Bonds 90%

If you are unsure of the model appropriate for you, please contact us. You can also get a head start with our risk questionnaire.