Information about the UCare 401(k) Plan Transition
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Welcome! Advanced Capital Group is a Registered Investment Advisor assisting UCare of Minnesota employees with their 401(k) Plan transitions. We are a Minneapolis-based fiduciary focused on financial planning, investment management, and retirement consulting. The purpose of this site is to introduce resources available to all Plan Participants as a result of an employment transition. To schedule complementary time with a financial planner to discuss your Plan balances, please see information below. All information shared with ACG is confidential. We never share your information with unauthorized third parties or your employer. To book a conversation directly with an ACG planner, please use the link below if you do not wish to provide us with information through this site.
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Read the Letter
UCare Services & Costs
Dear Participant,
Your 401(k) Plan status may transition due to an employment change with UCare Minnesota. As an enhanced offering, UCare's fiduciary investment advisor, Advanced Capital Group of Minnesota (ACG), is offering you discounted financial planning options, online tools, and other services designed to maximize your retirement savings with a dedicated financial planner. We are offering Participants a local, trusted resource for questions on retirement planning, wealth management, and general personal finance inquiries upon making a transition from UCare's Plan to ACG as your dedicated advisor. To best serve Participants, ACG has made arrangements for preferred pricing on retirement planning services – this includes complementary retirement reviews for Plan Participants. ACG is a registered investment advisor and has worked with UCare for many years as its trusted Plan consultant and intend to maintain this resource. For additional information on these services, please see the PDF link entitled, "ACG Services" above. In addition, please see the letter above that was mailed to you.
What Happens to Your Current 401(k) Plan Balance? What are Next Steps?
At this time you have several options for your balance. For now you may choose to stay in the UCare Plan, roll to an outside Individual Retirement Account (IRA) with ACG's guidance, roll to another company Plan where permitted, cash out your Plan balance, or roll to a dedicated annuity or income product. ACG is available for a complementary review.
Am I required to leave the Plan?
You are not currently required to leave the UCare Plan at this time. This status may be subject to change.
What resources is ACG offering?
ACG have made arrangements for preferred pricing for financial planning services with our firm. Feel free to reach out to us with questions on these services or speak to a senior ACG advisor.
ACG's Advanced Client Planning Portal
Complementary Access for UCare 401(k) Plan Participants, Powered by MoneyGuide Pro.
Investment advisory services are offered through Advanced Capital Group (“ACG”), an SEC registered investment adviser. The information provided herein is intended to be informative in nature and not intended to be advice relative to any specific investment or portfolio offered through ACG. Information contained on this website is from sources deemed to be reliable. ACG is not liable for errors from these third sources. References to specific securities are solely for illustration and education relative to the market and related commentary. Individual investors should consult with their financial advisor before implementing changes in their portfolio based on information contained on this website. For additional information about the services offered by ACG, please view our Form ADV Part 2A and Form CRS by visiting this link. Investments are not insured by the FDIC and are not guaranteed by ACG, or any of its affiliates. Investments are subject to risks, including the possible loss of the principal amount invested.