It is highly recommended that you review the videos of the investment tools at least on your entry into the program. After that, you will be able to refer back to them at anytime by clicking the “video” button at the bottom of the page.
Risk Analysis
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To use the retirement planning tools effectively, it is necessary to first determine the type of Risk Profile best suited to your individual needs. The Questionnaire consists of a series of multiple choice questions. Your answers are automatically analyzed and a Risk Profile score calculated that corresponds with the type of investment structure most suitable for you. You may wish to retake the Questionnaire if a change occurs in your life, for example, if you leave your current job, retire, get married, etc.