Page 9 - SGH Profit Sharing & 401(k) Plan and Trust

Personalized Advice Your Plan offers you access to third-party personalized advice. This benefit can play a key role in your retirement savings goals. What Is the GuidedChoice Advice Service? • Calculatesatargetretirementincomegoal • Providespersonalizedrecommendationsonhowmuchtosaveforretirement,whenyoucanplantoretire,andwhentostarttakingSocialSecuritybenefits • SelectstheinvestmentsforyourretirementPlanaccount,basedontheinvestmentsavailablewithinyourPlan 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. HOW THE GUIDEDCHOICE ADVICE SERVICE WORKS: Advice is provided by GuidedChoice, an independent registered investment advisor. 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 GuidedChoice’s recommendations to you. 9