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The Vanguard Group is the investment vehicle utilized by Redwood Empire Electrical Pension Trust Fund. This Plan is a self-directed Pension Plan which allows the participant to choose their own investment mix.
Vanguard's website is very helpful. It provides an Investor Questionnaire to help the participant determine their investment mix depending on the following criteria: the investment goal, time horizon, and risk tolerance.
There is the Personal Online Advisor, powered by Financial Engines, which provides you with unbiased, personal, and ongoing fund allocation recommendations for Redwood Empire Electrical Workers Pension Plan as well as assets that may be held outside of Vanguard. This service is of no cost to you.
Another option available providing you with advice is the Managed Account Program. The Vanguard Managed Account Program's costs are among the lowest available for independent investment advice and portfolio management. Please refer to their website for further details.
Please access Vanguard by phone at (800) 523-1188 or their website with the following link:
The Vanguard Group
* Note: When using the website, please note that you will need the group number which is 090395.
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