Does the Plan offer financial planning services?

The Plan, in partnership with our record keeper, ICMA-RC, offers three levels of financial planning designed to help participants and their families address their financial concerns and meet their financial goals.

The Snapshot Financial Plan is for early to mid-career individuals who want a quick retirement forecast of their savings needs. It requires minimal time to complete.
Cost: Free to Plan participants

The Goal-Specific Financial Plan provides a detailed analysis of one or two financial goals you select, including retirement planning, asset allocation, education planning, major purchases and insurance planning.
Cost: $175 (free to participants who have over $100,000 in total account balances with the Plan)

The Comprehensive Financial Plan looks at several aspects of your overall financial situation. It requires significant effort on your part to provide us with the information we need to develop a detailed project for you.
Cost: $450 (free to participants who have over $200,000 in total account balances with the Plan)

For more information, please email financialplanning@icmarc.org or contact the Plan Information Line at 1-800-392-0925.

Note about financial planning: If you complete a financial planning data form, the results will be reviewed with you over the phone by a salaried ICMA-RC CFP® professional.