It can be hard to figure out the best investment options for your retirement plan. In many cases the target date funds, the general default for most 401(k) plans, are less than ideal. If you have a workplace retirement plan, whether it’s a 401(k), a 403(b), or some other type of plan, a Co|Create advisor will gladly help you determine the best allocation using the same evidence-based, data driven processes we use for the investments managed in-house. 401(k) consultation is billed at a flat fee of $100 for the first plan and $75 for each additional plan. It is important that you evaluate your portfolio’s allocation at least annually. If we manage your other assets, this service is included at no cost.