401(k) Guardian

The 401k Guardian is a smart and easy way to manage your retirement plan. The tool is designed to help you manage your company-sponsored retirement plan investments through personalized allocation recommendations. No more set it and forget it. The system tells you what investments to buy, when to buy them and when to sell them, in an attempt to protect your  returns in your 401(k).

TSP Guardian

The TSP Optimizer is a simple, online tool designed to assist you with the management of your Thrift Savings Plan. By helping you properly allocate your account, the system uses your risk tolerance and long-term goals to generate a personalized portfolio and will recommend changes to make to your investment strategy based on market fluctuations.

SDBA Guardian

What is a Self-Directed Brokerage Account?

An SDBA, or Self-Directed Brokerage Account, is a window inside a company-sponsored retirement account (401(k), 403(b), 457, etc.) that gives participants the freedom and flexibility to step outside of their traditional core investment choices.

Why Use the SDBA Option?

In addition to other investments like stocks, bonds, mutual funds, and Exchange Traded Funds (ETFs), you can benefit from a professionally managed retirement account. Your 401(k) or 403(b) account can potentially increase your chances to protect you in down markets and maximize your earnings during good years.

“The annual median performance gap return between participants that had help and participants that did not have help was 3.32%, net of fees over the period 2006–2012. The difference can have a meaningful impact on wealth accumulation over time”

— Financial Engines & Aon Hewitt


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