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Manage Models for Participants
We design and monitor Asset Allocation models for participants to use, if they wish, instead of being required to create their own asset allocations.
Participants are busy and often lack the knowledge and comfort to invest their retirement plan money. For participants who elect this service, we create Asset Allocation Models using the available options from the investment menu and monitor the asset allocations on a regular basis. We can also automatically change the model that they are in over time, so that as they age, the risk profile of their account will automatically adjust.
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