The service will provide ongoing investment recommendations by monitoring specific investments offered in the plan, according to a company press release. Employees will be notified to adjust their investment elections as market conditions change, but the final decision to change elections will be made by the participant.
The service also monitors investors’ and employees’ risks based on their retirement goals and will suggest appropriate investments.
The service will save plan participants the trouble of researching their plan’s investment options by providing assistance with asset allocation and investment decisions from professionals.
Balser Wealth Management LLC provides financial advice for retirement and investment portfolio management. Its Web site is www.balserwealth.com .