COPILOTED

The CoPiloted service helps users make intelligent investment decisions in their 401(k), 403(b), IRA and other retirement accounts. The free service makes it easy for consumers to provide information about themselves, their financial situation, and their retirement plans, and then receive a personalized investment recommendation. Each CoPiloted recommendation combines users’ individual needs, their specific plan options and constraints, and recent market conditions, with recent advances in investment research. Users can regularly visit www.copiloted.com to get updated recommendations on how to adjust their accounts to incorporate changes in market conditions and in their personal situation, while adhering to plan rules and minimizing fees.