Log in to my Workplace Retirement Plan
Your employer retirement plans including 401(k) and 403(b) plans.
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Your individual retirement and investment accounts.
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Your advice and professional services hub.
Your personal financial dashboard.
Your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Select which type of account you would like to sign up or register for.
Create your personal financial dashboard.
View your employer retirement plans including 401(k) and 403(b) plans.
Open your individual retirement and investment accounts.
Use the Investment Checkup tool to:
Yes! I want to take control of my portfolio now
The Investment Checkup tool features
Asset Allocation
Your current allocation is based on the assets you hold. Your alternative asset allocation is driven by the questions you'll answer in the investment checkup.
Stocks
Identify if you’re overweight or underweight in any one sector and see how well you’re diversified. You can compare your portfolio to the S&P 500 as well as our Smart Weighting™ recommendation, which is based on equal weightings across sectors instead of market cap weightings.
Costs
See if any of your accounts are paying high fund fees and how much they can cost annually. If you have mutual funds, it’s important to find out if they’re helping you meet your financial goals.
A closer look at asset allocation
Use our free, powerful financial tools to see your target allocation and areas for improvement.
Assess your portfolio risk
If you’re taking on too much investment risk, you’ll get suggestions on ways to potentially achieve similar levels of performance while reducing risk.
Get an alternative
asset allocation
View an alternative asset allocation that’s an optimal blend of asset classes to achieve a given risk-adjusted return.
Analyze past performance
Examine how your portfolio would have performed in the past and compare the performance of your investments over time against your alternative asset allocation.
Compare your portfolio
See if your current investments are positioned to perform as well as you'd expect and establish a benchmark for your investments.
