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

Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Friday May 1, 2020.

Please note: As of March 1, 2020, we officially phased out our old rebalance calendar for both SAA and TAA. They are now always rebalanced on the first trading day of a month. 

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.

A Closer Look At 401(k) Investment Portfolios

One of MyPlanIQ’s main services is to provide investment model portfolios for various retirement plans such as a 401(k), 403(b) or an IRA account. Since we started more than 10 years ago, we have provided and monitored model portfolios for plan participants to follow (or customize and then follow) for thousands of 401(k) plans. In this newsletter, we look at an example plan portfolios more closely. 

How does it work? 

In this section, we briefly review the way our service works to help a (401k) plan participant. If you are a long time user and believe you are familiar enough with our services, feel free to skip to the next section. 

Though we have tried our best to simplify our website, over the years, we still find plenty of people who are confused with how our service works. Here are some basic summaries: 

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