Retirement Plan Advisors
Let us take care of your 401k with Personal Strategy+.
Get truly comprehensive wealth management for all of your accounts. We’ll monitor and rebalance your employer-sponsored retirement accounts, including 401k and 403b.
Plus, track all of your employer-sponsored retirement plan transactions, just by glancing at your Dashboard.
We do the work for you.
Take a confident approach to reach retirement by letting
us manage your employer-sponsored retirement accounts.
Holistic
Allocation
Get a custom-built allocation based on your plan’s investment options and your full financial picture. One that we’ll dynamically shift over time to align with your Personal Strategy.
Monitoring &
Rebalancing
We monitor your plan options and make changes to your investments, regularly rebalancing your employer-sponsored retirement account back to your custom target allocation.
Dashboard
Reporting
Your employer-sponsored retirement account will appear as a managed account, so you can keep an eye on all transactions via the Personal Strategy section of your Dashboard.
Higher Average
Returns1
Get Personal Capital's wealth management expertise on your employer-sponsored retirement accounts. In certain periods of market volatility, plan participants who used some form of investment assistance with their plan achieved 3% higher returns net of fees than plan participants who did not seek assistance.
Get more out of your employer-sponsored retirement plan with Personal Strategy+
Qualifications
& Fees
For All Personal Capital Clients With:
An employer-sponsored retirement account, like a 401k or 403b.
At least one taxable investment account held with Personal Capital.2
Additional restrictions may apply, contact your advisor for details.
Special rate for clients who sign up before 12/31/22 - 0.49%.3
1 - According to Financial Engines research, Help in Defined Contribution Plans: 2006 through 2012, May 2014. For a complete copy of the research study, visit https://corp.financialengines.com/employers/FinancialEngines-2014-Help-Report.pdf
2 - Taxable account must maintain a minimum balance of at least $25K.
3 - Promotional rate applies to employer-sponsored retirement account management fee. Other Personal Capital accounts will continue to be charged at the client's regular rate.
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Personal Capital Advisors Corporation ("PCAC") compensates ("Company") for new leads. ("Company") is not an investment client of PCAC.
["Author"] has entered into an agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid up to $200 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. The “Author”, due to such compensation, has an incentive to recommend Personal Capital, resulting in a material conflict of interest. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring qualified leads to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the arrangement. This agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.
Advisory services are offered for a fee by PCAC, a wholly owned subsidiary of PCC, an Empower company. PCAC is a registered investment adviser with the Securities Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return. Investing involves risk. Personal Capital and the Personal Capital logo are trademarks of PCC. All other trademarks, trade names, or service marks used or mentioned belong to their respective owners.