Products and services Review Flashcards
Which of the below options are SAVING TOOLS ?
On track Tool and Auto Increase
Which of the tools listed help a ppt determine HOW TO INVEST ?
On Track Tool
Manage Advice
Portfolio xpress
Custom model portfolio
Target date funds
asset allocation funds
which of the investments options listed will become more conservative over time?
Portfolio xpress and target date funds
How does PPT enroll in Portfolio Xpress
by logging into the ppt website
True or false: the call center can enroll a ppt in Portfolio xpress
False
Match the following:
Target date funds
Portfolio Xpress
static asset allocation funds
Target date funds: Target date allocation service using the plan core funds
Portfolio Xpress: Series of age based asset allocation funds identified by retirement year
static asset allocation funds: Risk Based Funds that do not become more conservative over time
what does static mean?
the targeted investment mix of the fund that does not change over time
True or False: custom model portfolios uses a 3rd party to create a risk based approach to investing
True
which of the options listed are static asset accusation options ?
Balanced fund
Assets Allocation funds
Custom Model portfolios
True or False: you will help the ppt enroll in the Manage Advice Service
False You will transfer
where in the system do you find the fund fact sheet ?
fund information > fund performance
fund information > fund fact sheet
DDOL > review > fund and fee information
Answer is all of them
where in the system can you find the most up to date fund performance ?
fund information > fund performance and DDOL > review > fund and fee information
