What is Personalized Investing?
Personalized investing, also known as a managed account, provides a professionally managed retirement strategy personalized to you.
This program selects tailored investments from your company's retirement plan fund lineup based on your personal financial picture by considering salary, date of birth, gender, risk preference, Social Security, and more.
Over time, any necessary transfer, rebalance, and investment election transactions will be processed automatically to keep your investments aligned to your individual factors.