1. Portfolio
Review your mix, fees and risk, then compare one possible improvement.
Open Portfolio Plan essential 1 of 2 · Saved on this device when you choose SaveBuild your savings and understand your portfolio.
Connect saving, portfolio assumptions and the retirement plan, then review the trade-offs in one place.
This phase may fit if…
You have savings invested and want to understand the current mix.
Your investments have accumulated over time and you want to review how they support the plan.
You want to understand your diversification, fees and risk.
You want to compare possible improvements before making a change.
Plan essentials
At minimum, keep these two connected pieces current: your destination and the portfolio assumptions used by the plan.
2. Retirement Forecast
See what you are building toward and what your current path may support.
Review my forecast Plan essential 2 of 2 · About 3 minutesWhat matters now
Review your investing
| Action | Description | Tool |
|---|---|---|
| 1. Understand what you own | Review your allocation, diversification, fees and concentrations. | Holdings & Exposure |
| 2. Check risk and fees | See what drives portfolio risk and whether costs are working against you. | Portfolio Risk |
| 3. Compare one alternative | Change one choice at a time and see what changes—and what you give up. | Compare Portfolios |
| 4. Connect it to retirement | See how the portfolio may affect future value and retirement income. | Retirement Outlook |
Questions for this phase