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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

Cash Balance Plans Gaining Steam with 401(k) Savers

Tax reform is seen by industry analysts as fueling adoption of these types of tradtional retirement plans.

 

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Three RMD Strategies to Deploy with IRA Savings

Key options exist for handling required minimum distributions (RMD), including tax rules impacting qualified charitable contributions. 

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Saving on Taxes: Traditional or Roth IRA?

Determining the best use of these tax-friendly options can prove crucial to boosting your retirement savings. 

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Your Tools

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.