Reallocation Alert

On December 26, 2018 the HCM 401(k) Optimizer^® recommended a reduction in equity exposure.  If you are using the Optimizer then you should have received an email notice and reminder to log into your Optimizer account and view recommended changes to your Savings Plus account. For more information read the latest Wealth Watch from Vance Howard.  

Remember that the Optimizer tool does not make account changes for you.  Retirement plan participants must log into their personal 401k/457 accounts and manually update their allocation to stay aligned with the Optimizer solution.  

If you are interested in the HCM 401k Optimizer^® tool then click here to learn how to sign up for free.  

As always, contact me if you would like assistance signing up for the 401k Optimizer, or if you need help managing your California Savings Plus account. We offer direct management services within the advanced features of Calif Savings Plus.  530.243.9888