A financial plan can give you the confidence and know-how to tackle a number of financial goals, including retirement savings. MO Deferred Comp, in partnership with our record keeper, ICMA-RC, offers three levels of financial planning designed to help you address financial concerns and achieve financial goals.
|EASY-TO-USE RETIREMENT PLANNING CALCULATORS|
|These easy-to-use calculators are for early to mid-career individuals who want a quick retirement forecast of their savings needs. It requires minimal time to complete.||FREE to plan participants|
|GOAL-SPECIFIC FINANCIAL PLANNING|
|This plan provides a detailed analysis of one or two financial goals you select, including retirement planning, asset allocation, education planning, major purchases and insurance planning.||$175 (waived for participants with a minimum balance of $100,000)|
|COMPREHENSIVE FINANCIAL PLANNING|
|This plan looks at several aspects of your overall financial situation. It requires significant effort on your part to provide us with the information we need to develop a detailed project for you.||$450 (waived for participants with a minimum balance of $200,000)|
To begin the financial planning process, log on to Account Access, select Learning & Tools menu, and then click Choose a Financial Plan under the Financal Plan section. Choose the financial plan that's right for you and click the Next button. Once you complete the form, a salaried ICMA-RC CFP® professional will follow up with you by email with more information. You can also email firstname.lastname@example.org or contact the Plan Information Line at 800-392-0925.
Note about financial planning: If you complete a financial planning data form, the results will be reviewed with you over the phone by a salaried ICMA-RC CFP® professional.