Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, June 6, 2016. You can also find the re-balance calendar for 2015 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

AAII Article And Some Web Changes

This weekend, AAII (American Association of Individual Investors) Computerized Investing magazine featured an article that discusses MyPlanIQ and its services:

Build and Manage Your Retirement Plan With MyPlanIQ

The article introduces MyPlanIQ’s four step Get Started process for new users. It then describes main features including asset allocation strategies, portfolio and back testing tools, market trends etc. We recommend users (especially new users) to read the article to get an overview of our services. Because of many features provided by our system, users might want to keep it as a reference for future use. 

We continue to improve our services and products. If you have any suggestion, please send us email (support at or fill up the survey at the end of this newsletter. Thank you. 

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