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Retirement Guidance Bug?

Feb 22, 2014 11:26AM EST

Does anyone notice that any additions to "Retirement Profile" -> "Income" -> "Roth 401(k)/403(b) Contribution" don't show/reflect under "Total Retirement Savings Projection & Progress"? This seems to really skew the results and I strongly believe this is a bug. I also think this strongly affects our Wellness Score since Retirement is so heavily weighted.

HelloWallet Support Answer

Feb 28, 2014 02:27PM EST
HelloWallet Support

It sounds like you may not have included your retirement account in the “Retirement Accounts” tab of your Retirement Profile. In the last few updates we added the ability to choose which of your savings/investment accounts you would like to count toward your retirement savings. For some, leaving these unselected has caused their Wellness Score to appear very low or drop for retirement. Don’t forget to double check this portion of your Retirement Profile, and if you find that adding retirement accounts back to your profile does not cause your Wellness Score to increase, just email Support and we would be happy to look into this further.

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