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Welcome to your retirement plan website dedicated to helping you reach your retirement goals. While here, you will find a wealth of education on retirement investing, the benefits of saving in your company's retirement plan, and help with understanding plan features.

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Retirement Articles

Back to Basics: Retirement Plan Sponsors Under Siege

The complexities of implementing and executing 401(k) and 403(b) plans keep expanding. For plans advised by IFA, we're stressing a back-to-basics approach. 

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Putting 'Fiduciary' into Retirement Planning

The U.S. retirement plan marketplace keeps evolving. Just ask Shareen Balkey, who sees such changes in 401(k) plans and the like as boosting the need for true fiduciaries to help both plan participants and sponsors.

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Pre-Tax 401(k) or Roth 401(k) Contributions: What Should I Do?

Definitions: Pre-Tax 401(k) Contributions: Contributions are made before income taxes are taken out. Participants enjoy tax-deferred growth on their contributions, but will pay income taxes on disbursements in retirement. Roth 401(k) Contributions: Contributions are made after income taxes are taken out. Participants will enjoy tax-deferred growth of their contributions and

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Your Tools

Dimensional Fund Advisors Retirement Income Calculator

This calculator is designed to help give you a sense of how much income your savings may provide in retirement based on several inputs and an assumed asset allocation that shifts over time.

IFA Risk Based Portfolio Calculator

Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.

Retirement Analyzer

IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.

Risk Capacity Survey

The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.

IFA Retirement Income Calculator

View simulations using IFA's Monte Carlo Simulator Engine to explore possible distributions of retirement income. View sample simulation variability through retirement. Select from a wide variety of IFA Index Portfolios.