Video Tutorial for Goal-Based Investment Strategies
Goal-Based Strategy
Some plans offer a goal-based investment strategy to savers if it has been selected by the plan’s investment fiduciary. Based on the information that you or your employer provide to Vestwell, the "Managed Accounts" feature displays a customized investment allocation. You can accept these suggestions or input additional information into your account profile, such as your desired retirement age or risk tolerance. The feature will recalibrate and suggest a tailored allocation based on the additional information you provide to Vestwell.
The account aggregation feature allows savers to aggregate outside accounts, other than their employer’s retirement plan, that they have earmarked for retirement. You can link up to five outside accounts through our integration with Plaid and may add five other account balances manually. Adding outside accounts to the feature will allow the tool to provide a more comprehensive view of your retirement assets.