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401K Default Age Based Allocation Funds
Dec 11, 2023

If you do nothing to self direct your funds to your own choices, this page shows the default asset allocation funds the administrators automatically place your money into based on your expected retirement date. 

There are about 25 401K funds (including those below) you can choose from if you care to self direct your money.  This page shows all of the age based allocation funds below as well as linking to the purely Self Directed Investment Funds page.  You can click on any fund to see the Google page for it.  Or click it in the ticker above to see the Macroaxis page for the fund.

The Fund Closest To The Year You Turn 65 If You Were Born 
RRTIX  T. ROWE PRICE RETIREMENT BAL-R
RRTAX T. ROWE PRICE RETIREMENT 2010-R 1943-1947
RRTMX T. ROWE PRICE RETIREMENT 2015-R 1948-1952
RRTBX T. ROWE PRICE RETIREMENT 2020-R 1953-1957
RRTNX T. ROWE PRICE RETIREMENT 2025-R 1958-1962
RRTCX T. ROWE PRICE RETIREMENT 2030-R 1963-1967
RRTPX T. ROWE PRICE RETIREMENT 2035-R 1968-1972
RRTDX T. ROWE PRICE RETIREMENT 2040-R 1973-1977
RRTRX T. ROWE PRICE RETIREMENT 2045-R 1978-1982
RRTFX T. ROWE PRICE RETIREMENT 2050-R 1983-1987
RRTVX T. ROWE PRICE RETIREMENT 2055-R 1988-1992
TRRZX T. ROWE PRICE RETIREMENT 2060-R 1993-1997
RRSUX T.ROWE PRICE RETIREMENT 2065-R 1998 or after

Click Empower Retirement to go directly to your account.

From Empower Retirement:

Please consider an investment option’s objectives, risks, fees and expenses carefully before investing. Certain transfer and/or frequent trading restrictions may be applicable to your plan’s investment options. This and other information about the investment option can be found in the applicable prospectuses or summary prospectuses, if any, the attached fact sheets and/or other attached information for the investment options listed, the participant website at https://empower-retirement.com/, or by contacting our participant service center at 1-800-854-0647. Please review this information carefully before investing.

Please call the Empower Retirement Plan Information Line at 800-854-0647 or log into your account online via https://empower-retirement.com/ to make any investment changes.

Please contact Scott Swenson and Jacob Creydt for general retirement planning questions and education on the investment lineup.

https://financialservicesinc.ubs.com/team/chwm/meetourteam.html


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International Alliance of Theatrical Stage Employees, Local 13
312 Central Ave SE # 398
Minneapolis, MN 55414
  612-379-7564


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