Need Help?

We recommend reading through the Investment Options Section to learn more about the ways you can invest in the Plan. There are simple ways such as target date funds and allocation funds, to more complex options designed for more experienced investors who would like to take complete control in designing their investment strategy.

If after reading through this section you need additional assistance, please contact us. Whether you are a new enrollee or a long-time participant, Retirement Collaborative LLC is here to help you build an investment strategy designed to meet your risk profile and investment objectives. If you are interested, please follow the steps below:

Step #1  Take the Portfolio Risk Profile

The portfolio risk profile is a five minute questionnaire that is designed to determine your time horizon and your comfort level with making and losing money.  Once you have completed the form, please email it to hetrick@retirementc.com.  

Step #2  Results are analyzed

Once you complete the questionnaire and emailed it to us, we will review it and your current investments in the Plan. If you would like to discuss other investments with us, please include a statement of the account when you email us the risk profile.  

STEP #3  Review Analysis

After the review is complete, Retirement Collaborative LLC will contact you to discuss their analysis. They will discuss whether your current portfolio is in line with your time horizon and risk profile and they will suggest alternate options if it is not.  They can also illustrate estimated income that the account could produce in retirement.  Reviews may be held in-person, via web-based meetings, or by telephone.