Cut your taxes by nearly $5,000
with an Intuit 401(k)
Investment choices from
Morningstar Investment Services, Inc.

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 SolutionsSM. You don’t have to wade through thousands of fund choices to make a selection – Morningstar Investment Services1 does this for you.

Click here to view the complete Intuit 401(k) fund list

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.

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.

1Morningstar 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.



Talk to a
401(k) consultant
Call us at 855.705.SALES (7253) or send an e-mail.
Free 401(k) Guide
& Instant Quote
Get your free guide to
understanding 401(k)
retirement plans, along with
an instant quote.

Click here 
Is this plan right
for my business?
Compare plan types and see why a 401(k) may be best for you.

Click here