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Milliman Co-op 401k plan
Co-op 401(k) Plan participants can choose from a variety of funds, plus three tiers of investing.
To direct growth of retirement funds, cooperative participants have access to:
InvestMap: An age- and risk-based target model solution, which provides a unique asset allocation based on each participant’s current age using the plan’s core fund line-up.
Professionally managed accounts: Rockbridge investment managers and consultants who can offer advice or manage investment decisions and portfolio changes.
A variety of investment options: Profiles of high quality, low-cost investment funds are
available to Co-op 401(k) Plan participants with fund detail available via the ticker symbol.
Rates of return: Quarterly summaries of Co-op 401(k) Plan investment fund returns.
InvestMap™ is a no cost age-appropriate investment allocation approach using the Co-op 401(k) Plan’s underlying investment funds. These age-based asset allocations begin when you first enroll in InvestMap and continue through your working years and into retirement. To enroll in InvestMap, you simply make a one-time election that sets you on a path designed to get the most out of your retirement plan savings.
Professional investment management for Co-op 401(k) Plan participants is provided by Rockbridge, an investment advisory firm focused on serving the needs of agribusiness firms and their employees, and helping investors establish and achieve long-term investment goals.
To see the rates of returns for the Co-op 401(k) Plan investment funds, click on the download button below.
The Co-op 401(k) Plan offers high-quality, low-cost investment options in addition to InvestMap. For more information on a particular fund, click on the fund symbol in the "ticker" column.
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