Advisor Service for Retirees

Not sure which Plan to choose? How much to invest? Which funds to invest in? Participants have access to objective, personalized investment advice through the Texa$aver Advisor Service. Financial advisors can provide advice about investing your Texa$aver account money. They can help you build a personalized profile of your financial resources and a plan to help you meet your retirement goals. 

Online Investment Guidance

  • Self-service
  • Generic asset allocation
  • Do-It-MyselfSM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online
  • No additional fee

Online Investment Advice

  • Self-service
  • Fund-specific recommendations
  • Help-Me-Do-ItSM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online
  • No additional fee

Managed Accounts

  • Full service
  • Fund-specific selection and management
  • Do-It-For-MeSM Investor
  • Personal retirement planning
  • Savings strategy
  • Available online and by phone
  • Fees apply 

For more information, log in to your account on the Texa$aver website