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Goal Maker: A Great Retirement Planning Tool is Getting Better! Asset AllocationSpreading your savings over several asset classes is a critical part of a long term investment strategy. That's why
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GoalMaker is a program offered by retirement plan providers that helps participants choose the appropriate investment options for their retirement savings.
Participants in retirement plans who wish to use the GoalMaker program are required to file.
Participants can fill out GoalMaker by logging into their retirement plan account and following the prompts to select their investment options.
The purpose of GoalMaker is to help participants make informed investment decisions to reach their retirement goals.
Participants must report their risk tolerance, time horizon, and retirement goals when using the GoalMaker program.
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