Guided Pathways® Services
With Guided Pathways Services,1 ICMA-RC provides you with easy access to our financial services with virtual availability of our Financial Consultants and CERTIFIED FINANCIAL PLANNER™ professionals. Our virtual consultations go beyond the limits of worksite sessions to better meet your needs at times that are most convenient to you. We provide personalized and objective consultations that are focused on your entire household with a deeper, more comprehensive view of your and your family's overall financial wellness.
Service Levels to Meet Your Needs
As your balance grows, you'll qualify for new services and additional support from our advisory and financial planning teams. The new service level expands and continues to include the benefits from the previous service level.
Wherever you are in your retirement journey, we can help you reach your investment goals.
- Free retirement readiness consultations with a Financial Consultant*
- Enrollment in Managed Accounts through a Financial Consultant*
Learn more about Managed Accounts
*Available to participants with balances of $50,000 or more
Virtual availability of our CFP® professionals create flexible hours to accommodate alternative work schedules. As you move closer to your retirement goals, you’ll gain access to:
- CFP® consultations
- Social Security Analyzer reports
- Financial plans
To make sure you receive these valuable services every month:
Log in and Update Your Email Address
*Available to participants with balances of $100,000 or more
Our CFP® professionals specialize in building and deepening relationships with you. As you prepare to enjoy your retirement, you'll gain access to:
- A dedicated CFP® professional
- Personalized financial plans
- Kiplinger Retirement Report Magazine
- Retiree Tax Planning Guide
*Available to participants with balances of $500,000 or more
Live and On-Demand CFP© Webinars
Sign up for live webinars with an ICMA-RC CFP® to learn more about a range of financial topics. Access recorded financial planning webinars on demand.
All participants have access to the following features:
- Appointments with an ICMA-RC Retirement Plans Specialist
- Online educational resources in ICMA-RC's Retirement Education Center
- ICMA-RC Tech Tools
- Distribution and roll-in counseling
- Monthly newsletters
1Guided Pathways' Managed Accounts is a fee-based service.
Disclosures:
Investment advice and analysis tools are offered to participants through ICMA-RC, a federally registered investment adviser. Investment advice is the result of methodologies developed, maintained, and overseen by the Independent Financial Expert, Morningstar Investment Management LLC. Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar, Inc. and Morningstar Investment Management LLC are not affiliated with ICMA-RC. All rights reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. For additional information on our Guided Pathways Advisory Services, please refer to our Form ADV Part 2A Brochure available at www.adviserinfo.sec.gov.