Section VI reviewed the various tools available from Ohio National to help plan participants through the enrollment process. To recap, the following resources may help plan participants manage their retirement planning issues:
- Retirement Calculator (Form 3861)
— How much do I have to save from my paycheck to reach my retirement income goal? What is the difference between a six percent return on my accumulations and a 10 percent return? Plan participants will find the answer to these questions in this easy-to-use slide-o-scope Retirement Calculator.
- Your Risk Profile — A Guide to Asset Allocation (Form 7200)
— What is my investor risk profile? What is asset allocation, and how do I do it? Plan participants will find the answers to these and other important investment questions answered in this guide. Also included are model portfolio allocations that vividly illustrate the difference between different investor profiles.
- Retirement Guide (Form 3864)
— Whenever participants leave their employers, there are important questions and critical decisions to be made. This guide outlines a plan participants options in managing his or her retirement monies when he or she leaves an employer.
- ONretirement.com
— Participants will find valuable information on their retirement planning issues along with further discussion on topics that were brought up during the enrollment meeting. Participants should take the time to review the "Employee" section of ONretirement.com.
