3344 Peachtree Rd, Ste 2600, Atlanta, GA 30326 Our Satellite Office in Buckhead - Mailing address: 7421 Douglas Blvd, Ste 251
Douglasville, GA 30135





On-Plan Money Management

The On-Plan Money Management Option

Unlock the Power of Your Employers Retirement Account!

A powerful new choice is now available in thousands of defined contribution plans that can introduce you to a world of investment opportunities. Once your retirement needs are assessed, your advisor then helps you select a path designed to assist you in achieving your short and long-term financial goals. Using the On-Plan Money Management option through (SDBA) means that your savings not only stays within your existing plan, but best of all, there are no up-front fees.

Professional Money Management

Incredibly, almost 90% of 401(k) participants [1] reallocate less than once a year. This can leave savers vulnerable to a constantly shifting economic landscape. With the help of your local advisor, our money managers adjust your defined contribution plan allocation to account for your specific risk tolerances, as well as changes in the market. This could help you achieve your goals and better prepare you for life after you retire.  

Local Trusted Advisor

Your dentist is local. So is your doctor. They’re familiar with your needs. That kind of peace-of-mind adds value to your life. Local advisors who offer On-Plan Money Management are knowledgeable about your employer’s retirement plan, and may provide holistic advice on all aspects of your financial life.

Simple. Easy. Done.

Because all your savings stays within your existing retirement plan, getting started using the On-Plan Money Management Option is easy. The money stays right where it is. You can continue to make contributions, or change your risk tolerance any time you like. And best of all, there are no up-front fees. Contact us today to get started.

On-Plan Money Management
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[1] Source: ICI Survey of DC Plan Recordkeepers (2008-2011)