If my 401(k) is included in my dashboard’s total assets, does that mean I’m also billed on it?

We do not bill on assets we do not directly manage.

We now show 401(k) assets as part of your total retirement asset projection, so you can use your dashboard to see a holistic picture of your entire retirement savings plan. Your portfolio projections include the value of your 401(k) as well as your ongoing contributions to the account.

However, the management fee is calculated only on the retirement assets we directly manage. When we calculate your management fee we do not take into account your 401(k) plans or education accounts.