Broker Check
Is Your 401(k) on Track?

Is Your 401(k) on Track?

August 02, 2023

Your 401(k) may be your largest and most important asset for financial security. Yet it often doesn't get the attention it deserves.  We can help. MPM has recently adopted new technology that allows us to proactively analyze, monitor and rebalance your 401(k) and other employer-sponsored retirement accounts.  

Studies show professionally managed 401(k) accounts can outperform self-directed 401(k)s by 3% more per year1. And as you near retirement, a more tailored plan is needed.

By having your retirement plan professionally managed, your advisor can make sure your investments:

  • Are diversified to lower risk and increase opportunities for higher returns
  • Work in harmony with your personal risk tolerance and goals at the forefront
  • Plus...

Thousands of retirement savers across the country get professional management of their 401(k) by their advisor. If your retirement account is a big part of your retirement strategy, or if you need financial guidance beyond what you can do yourself, talk to your advisor about adding your retirement plan to the investments they manage. 

1. 2022 Value of an Advisor Study, Russell Investments