Retirement and Beyond: the GuidedChoice Difference

We offer a complete range of advice and management services – from saving and investing, to managing money after retirement – built especially for retirement plan participants.

GuidedSavings – Investment advice that works
Our flagship solution helps participants set financial goals, delivers high-quality investment advice, and offers professional management for the life of the account. From savvy investors to reluctant savers, GuidedSavings provides service level options for each:

• Retirement Guidance – Informational at the asset class level. For those who are actively involved in their retirement planning and might want to verify their strategy.
  
  
• Personalized Advice – For those who want one-time professional input and specific recommendations, but want to take care of their account ongoing.
  
  
• Managed Accounts – For anyone who doesn’t have the time, wants the planning done for them, or enjoys ongoing full service.

GuidedSpending – Retirement is only the beginning
Plan participants’ needs don’t end when retirement begins. We created GuidedSpending to help retirees spend their money as carefully as they save it, balancing income requirements against ongoing investment opportunities. The service is completely personalized and fully integrated with GuidedSavings. (Piloted. Available Q3 2007)

GuidedGiving – Wealth management for everyone
Wealth management shouldn’t just be for the wealthy. GuidedGiving, expected to launch in 2008, will offer retirees guidance for those wishing to pass along a legacy to family members or organizations.