Products and Services Flashcards
What is the estimated income projection accuracy for OnTrack Online?
70%
What simulation does OnTrack Online use?
Monte Carlo
OnTrack Online targets what % replacement of ppt final salary?
80%
OnTrack Online generates 3 pieces of info
Weather Icon, Estimated Income, Income Goal
Sunny
> 95%
Partly Sunny
80%-94%
Cloudy
65%-79%
Rainy
less than 65%
Name the two types of glidepaths TRS creates
Lifetime and Retirement
QDIA
Qualified Default Investment Alternative
Two pieces of info needed to sign up for PX
Retirement year and Risk Preference
After signing up for PX a ppt will see two portfolio breakdowns
current (today’s) investement and retirement year
What investment options are used for SPL
Vanguard Target Date funds
Name the screen that ppt uses to provide info when using TMA?
Control Panel
5 minimum pieces of info necessary to use TMA?
Gender, State of Residence, Current Salary, Desired Retirement age, Contributions