401k allocation recommendations

• [PDF File]THE RATIONALITY OF ASSET ALLOCATION RECOMMENDATIONS

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  estimates, security analysts recommendations, and recommendations for selecting mutual funds have been studied extensively. However, almost no attention has been paid to examining advice about the asset allocation decision (the allocation of funds across broad classes of assets). This is

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• [PDF File]ASSET ALLOCATION RECOMMENDATION - Standard Chartered

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  Subsequent transactions or any modification made to the Model Asset Allocation at your request will impact the asset allocation recommendations. Any subsequent transactions or modifications to the Model Asset Allocation at your request may change the overall risk rating and possibly exceed your Customer Risk profile.

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• [PDF File]Target Date Retirement Funds

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  date), the fund’s asset allocation shifts to include a higher proportion of more conservative investments, like bonds and cash instruments, which generally are less volatile and carry less investment risk than stocks. The shift in the asset allocation over time is called the TDF’s “glide path.” It is …

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• [PDF File]401K MANAGER 01k Plan Manager

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  401K MANAGER 01k Plan Manager Domestic Stocks CURRENT WEIGHT 400/0 Bonds CURRENT WEIGHT 400/0 International Stocks CURRENT WEIGHT Cash CURRENT WEIGHT *The 401k Plan Manager is a "guide" for a base allocation of a Balanced Investment Model for an investor with 5+ years before retirement. It is not intended to provide specific recommendations

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• [PDF File]Retirement Allocation Navigation 401(k) RetiRement PLAn ...

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  For our managed portfolios, allocation recommendations are generated each quarter and implemented per the employer plan service agreement. Q. ™Does 401K GPS work with record keepers, tPAs or independent advisors? A. As an SEC-registered investment advisor, 401K GPS™ provides allocation recommendations to participants directly

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• [PDF File]401kWealthPlan.com Terms & Conditions

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  recommendation. This service is designed to provide only asset allocation recommendations based on the current market conditions for your 401(k) and/or 403(b) investments. Based on the result of our analysis we will provide a recommendation to position your investments in an “Offensive”,

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• [PDF File]The Business Cycle Approach to Asset Allocation

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  The Business Cycle Approach to Asset Allocation Lisa Emsbo-Mattingly l Director of Asset Allocation Research Dirk Hofschire, CFA l Senior Vice President, Asset Allocation Research Key Takeaways • The business cycle reflects the aggregate fluctuations of economic activity, which can be a critical determinant of asset performance

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• [PDF File]Definitions of Compensation for Retirement Plans

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  Definitions of Compensation for Retirement Plans June 20, 2012 Presented By: Aimee Nash . ... Recommendations Do employers report comp when actually paid? If so, ... Allocation Compensation Limited by 401(a)(17) $245,000 (2011)

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• [PDF File]BUILT FOR ADVISORS BY ADVISORS Retirement Allocation ...

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  401K GPS ™ is the innovative, web-based retirement planning allocation platform that enables advisors to better address their clients’ 401(k) advice needs. Our service offers personalized 401(k) fund analysis and recommendations for each of your client’s unique retirement plans.

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• [PDF File]Mutual Fund Broad diversification, distinctive ...

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  Neither diversification nor asset allocation ensure a profit or guarantee against a loss. Morningstar Investment Services does not guar-antee that the results of its advice, recommendations, or the objectives of your portfolio will be achieved. Morningstar Investment Services does not guarantee that negative returns can or will be avoided in any

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