With most other retirement plans, the burden falls on you to choose appropriate funds for your employees from among the thousands of funds available. Then you have to monitor them continually, and replace them when necessary.

The Intuit 401(k) removes this burden by giving your employees appropriate fund choices carefully chosen and monitored by Morningstar Investment Services’ Managed Plan Solutions^SM. You don’t have to wade through thousands of fund choices to make a selection – Morningstar Investment Services does this for you.

Risk- & age-based allocation strategies

Morningstar Managed Plan Solutions (MPS) features five predetermined, risk-based portfolios (conservative through aggressive) which help you and your employees properly diversify your accounts.

Alternatively, employees can build their own portfolio of investments by choosing from the funds in the plan.

For those wanting a simple solution, MPS provides a simple online risk tolerance questionnaire to help determine which portfolio most closely matches each person’s risk preferences. The following chart illustrates the five asset allocation strategies based on risk profile.

To view the complete Intuit 401(k) fund list, click here.

Asset allocation strategy (illustration)



Click the links below to see additional information about each strategy:
Conservative
Income & Growth
Moderate Growth
Growth
Aggressive Growth

Keep more of what you set aside for retirement

In many cases, the Intuit 401(k) features institutional share classes, which usually have low fees to help employees keep more of what they earn in their 401(k) accounts. MPS also provides an Investment Policy Statement which clearly lays out the framework for selecting, monitoring and replacing the investment options in your plan (click for more information on plan fees and fund expenses).

Questions?

If you or your employees have questions about the investments in your plan, The Online 401(k) will connect you to Morningstar Investment Services, where a licensed representative will be able to answer your questions.

Morningstar Investment Services is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Managed Plan Solutions is offered by Morningstar Investment Services, and is intended for citizens or legal residents of the United States or its territories.