Automatic enrollment is designed to make saving easier by removing the barrier of having to sign up yourself. Before opting out, consider whether the default contribution rate works for your budget and whether your employer offers a matching contribution — one you’d lose out on by not participating. You’re not locked in; you can always adjust your contribution rate up or down at any time to fit your financial situation.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
