MasteryPOINT's Strategy Builder allows participants using the program for the first time to use First Look, to take a shortcut to see results with a highly defaulted retirement analysis using just their employer's retirement 401(k) plan. Then, participants can use more features of the program to develop a more personalized strategy by inputting details about their income needs and personal investments outside of the Plan. This personalized strategy includes investing recommendations based on the information and assistance in implementing a personalized action plan.
MasteryPOINT's Guidance Plus is available online, under Education & Tools.
For a retirement plan to be successful, participants must understand the world of retirement investing. MasteryPOINT's clear, concise educational materials thoroughly explain the basic principles of successful investing.
Participants must also visualize a need to participate in their retirement program. MasteryPOINT vividly illustrates participants' current financial situation and the actions they must take to save enough to meet their retirement objectives.
Participants must understand how to invest their money to meet their retirement goals. MasteryPOINT graphically shows participants the optimal asset mixes that can make their retirement dreams a reality.
MasteryPOINT's Guidance Plus!
Many participants need help in developing a sound financial plan to meet their retirement goals. MasteryPOINT's Guidance Plus is an interactive program to help participants better understand their employer's retirement plan and the basics of financial planning. MasteryPOINT's Guidance Plus provides powerful tools which can help with financial planning. The MasteryPOINT program and tools have been developed to:
