Description

We have revolutionized the financial planning process by giving investment advice and guidance directly related to your employer-sponsored plan. Through enrollment in SRA@WORK you will receive:

• Personalized investment advice directly related to your existing employer-sponsored retirement plan
• The option to have one-on-one, personal appointments with your financial advisor.
• Detailed analysis of your investments provided by Morningstar, Inc., a financial services company.
• Quarterly to semi-annual rebalancing of your investments
• Financial planning designed to meet your retirement planning needs through the use of projections and comprehensive analysis of your investments outside of your employer-sponsored retirement plan.