Investment Models

Duration: 60 Min.

Learn how Investment Modeling provides employees with the capability of selecting investment strategies that conform to their investment goals and risk tolerance. This session will include the a discussion of the steps necessary to use the investment model(s) in place of analyzing the plan funds available and trying to determine the appropriate investment percentage mix themselves.

Who should attend: Intermediate to Advanced users

Learning objectives:

  • Creating an Investment Model
  • Associating the model(s) to the plan
  • Assigning a model to the participant(s)
  • Verifying and processing a Model Realignment

  • Event Details