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THE 411 on 401k ®

Do It For Me Approach: Managed Models

Published on September 1, 2021

Peter Mallouk
President & CEO

Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a “do-it-for-me” approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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