Specializing in retirement planning and personalized investment management.

Asset Allocations for 401(k) / 403(b) Plans

As a complimentary service, Blue Water designs asset allocations for 401(k) and 403(b) retirement plans based on our own model investment portfolios. If you provide us with a list of your employer’s investment options, we will build four asset allocations for your 401(k) or 403(b).  We only need a list of your investment options.  We do not need any of your personal information (your balances, current selections, etc.).

Notes about this complimentary service:

  • It represents only general guidance and does not constitute advice.
  • It is only for 401(k) and 403(b) accounts. IRAs and other accounts are not included.
  • It is based on available investment options within your 401(k) or 403(b) plan. Some plans have more, or better, investment options than others.
  • If you prefer advice specific to you situation, please review our Investment Services.

Check below to see if your company’s 401(k) or 403(b) has Blue Water Model Allocations. If it does not, please email us your plan’s investment options. We will notify you when we have built and posted the model allocation here. We aim for a 2-day turn-around.