Peppermint utilizes an online platform in conjunction with TRPC and Grey Fox Wealth, a (Registered Investment Advisory) RIA, to help with the investment selections in the 401(k) plan. This makes the process easy and helpful for those employees participating as they would only need to answer minimal questions to help set up their investment allocations. This is done through a risk profiling tool to make sure that investments in your portfolio meet your tolerance level for risk. Keep in mind, you don’t have to accept what the tool provides you, but it is certainly helpful to understand what type of investments match up with your age, time of retirement, and tolerance level for risk. To learn more about Grey Fox Wealth CLICK HERE.
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