Like many other aspects of life, we understand that you have unique goals and circumstances. The Discover Your PATH tool is designed to measure your need to take investment risk, based on your projected savings at retirement.
Alex Kahn, CPFA
Senior Investment Advisor
Takeaways
05:33
How flexPATH TDF works - Participant education video
08:10
This tool is a quick funded status calculator where you can determine which glidepath (conservative, moderate, aggressive) and which vintage (Retirement, 2025, 2035, 2045, 2055, 2065) is appropriate an individual investor
15:16
Stand-alone CITs with fact sheets and Morningstar strategy equivalents
