Goal-Based Investment Strategy


Goal-Based Investment Strategy: A Video Tutorial

Goal-Based Strategy

Some plans offer this investment option to participants if it has been selected by your 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 different allocation based on the additional information you provide to Vestwell.

The account aggregation feature allows participants to include accounts, other than their employer’s retirement plan, that they have earmarked for retirement (“Outside Accounts”). You can link up to five outside accounts via our integration with Plaid and add five other account balances manually. Adding Outside Accounts to the feature will enable the tool to provide a more comprehensive view of your retirement income estimate.