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Retirement Plan Documents

Investor Profile

The Investor Profile is designed to help you determine your attitude toward specific types of investments, your willingness to accept the risks that are inherent with any investment, and your ability to tolerate market volatility. Based upon this profile and other plan information provided, you can choose investments that are appropriate for your situation. 


Retirement Needs and Income Planning Worksheet

The Retirement Needs and Income Planning Worksheet  will help you determine how much income you will need at retirement, your sources of income, and how to plan in order to reach your income goal.


Investment Policy Statement

For the portfolios managed by Financial Management Strategies, Inc., Registered Investment Adviser, the Investment Policy Statement outlines the asset allocation strategy, fund selection criteria, and management policy for each of the portfolios available under your Plan.



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