The available investment funds of a plan are obtained based on public filing information and users' input. If you can not find your plans or you think they need to be updated/corrected, please email us your plans investment options (a list of investment funds. They could be mutual funds (thus preferably their symbols), trusts and Separately Managed Accounts (SMAs)). You can find this information from your Summary Plan Descriptions (SPD) document (in 401K/403B cases) or through your online accounts. Other important information includes the redemption period for each fund. By default, we assume that funds (other than money market funds and ETFs) have a minimum three month (90 days) holding period to avoid redemption charge.

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Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

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