Page 12 - Allscripts Retirement Savings Plan

Get Personalized Advice
Your Retirement Plan offers you access to third-party personalized advice. This benefit can play a key role in your retirement savings goals.
THIS ADVICE:
• Calculates a target retirement income goal;
• Provides personalized recommendations on how much to save for retirement, when you can plan to retire, and when to start taking Social Security benefits; and
• Selects the investments for your Retirement Plan account, based on the investments available within your Retirement Plan.
THE POWER OF PERSONALIZATION
Information such as salary, account balance, savings rate, estimated Social Security benefits, or other sources of income creates a more holistic view of you, your retirement income goals, and your investment style.
ONGOING PROFESSIONAL MANAGEMENT
What’s more, for a fee, you can receive professional management of your retirement plan account through the managed account service, which provides ongoing investment monitoring and will automatically make changes to your investments as your retirement needs change and you get closer to retirement.
Advice is provided by Morningstar Investment Management, an independent registered investment adviser.
It’s easy to get started. Log in to your account at workplace.schwab.com to access the self-serve advice tool or schedule an appointment to chat one-on-one with an Advice Consultant, who can walk you through the process and explain Morningstar Investment Management’s recommendations to you.
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