Guided Pathways®

Professional Investment Advice for your Retirement Account

Guided Pathways is ICMA-RC's comprehensive suite of investment advisory and planning services offering the appropriate level of assistance based on how involved you want to be in your retirement investing decision.

• Getting Started

  • How much do I need to save for a secure retirement?
    Guided Pathways begins with a customized wealth forecast that shows how likely you are to accumulate the assets you will need for retirement, based on your personal and financial information. Using this wealth forecast, you will receive a savings rate recommendation and can see how changing certain factors can help increase your chances of reaching your retirement income goals.

• Three Ways to Reach a Secure Retirement

  • The next step is simply choosing the level of assistance you want from Guided Pathways...
  • How should I allocate my account among asset classes?
    
  • Which specific funds should I invest in?
    
  • Will you professionally manage my account for me?
    
  • Guided Pathways combines the retirement plan expertise of ICMA-RC with the state-of-art planning software and investment analytics powered by Ibbotson Associates*, a leading provider of investment advice and asset allocation strategies.

• Helping you choose the right path to a secure retirement

  • With Guided Pathways® you provide your personal and financial information and your retirement goals, and ICMA-RC provides you with the appropriate assistance in choosing your investments and ongoing account management. It's that easy.

*Investment advice and analysis tools are offered to participants through ICMA-RC, a federally registered investment adviser. Ibbotson Associates, a federally registered investment adviser and a wholly owned subsidiary of Morningstar, Inc., is not affiliated with ICMA-RC. All rights reserved. Ibbotson and the Ibbotson logo are trademarks or service marks of Morningstar, Inc.