Co-op 401(k) Plan participants can choose from a variety of funds, plus three tiers of investing: self-directed portfolios, InvestMapTM, and professionally managed accounts. To direct growth of retirement funds, cooperative participants have access to:
- InvestMap: An age- and risk-based target model solution, which provides a unique asset allocation based on each participant’s current age using the plan’s core fund line-up.
- Professionally managed accounts: Rockbridge investment managers and consultants who can offer advice or manage investment decisions and portfolio changes.
- A variety of investment options: Profiles of high-quality, low-cost investment funds are available to Co-op 401(k) Plan participants, with fund detail available via the ticker symbol.
- Rates of return: Quarterly summaries of Co-op 401(k) Plan investment fund returns.