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Investment options and concepts

Use our materials to help you make the right investment decisions for you.

Look up your plan’s investment options

Get the list of your plan’s investment options and performance data.

Find my plan’s investment options

2 ways to build your investment portfolio

Target date funds

Select an investment option that aligns with your investing personality (conservative, moderate, aggressive) or the year closest to when you hope to retire. Consider asset allocation funds or target date funds.

My Investment PlannerSM

Find your investment style and suggested asset mix based on your target retirement date, personal goals and tolerance for risk. Log in to see whether a more robust version is available to you.

Self-directed brokerage account (SDBA)

We offer a self-directed brokerage account (SDBA)1 for experienced investors who may want to direct investments to a wider variety of options. The Plan offers this feature to allow participants to select investments outside of the Plan’s core retirement offering while staying within the Plan and receiving the associated tax benefits. The following requirements must be met to establish and maintain contributions in an SDBA through the Charles Schwab Personal Choice Retirement Account® (PCRA):

  • $10,000 minimum account balance
  • $2,500 minimum initial transfer amount
  • $500 minimum subsequent transfer amount

Contact us to learn more

Learn some key investing concepts

[1] The self-directed brokerage account available is Schwab Personal Choice Retirement Account® (PCRA), offered through Charles Schwab & Co., Inc. (member SIPC), a registered broker dealer not affiliated with Nationwide.