The Portfolio Progression service provides a long-term investment strategy.
If an employee enrolls in this service, his account is gradually transitioned through a series of increasingly conservative investment portfolios between now and retirement.
The portfolios used and the timing of portfolio transitions are based on the starting Asset Allocator Portfolio and target retirement age selected.
With the Portfolio Progression service, all updates are automatic. The employee's directives are updated to the appropriate portfolio according to a transition schedule. Also, in May and November of each year, the employee's account will be rebalanced to align with his investment directives.
Select an Employee
Select an employee to do any of the following:
View the Employee's Portfolio Progression status
Enroll the Employee in Portfolio Progression
Modify the employee's Portfolio Progression selections
Opt out employee from Portfolio Progression
Type all or part of the last name or all or part of the Social Security
Number, then click Search to locate an employee record.
For definitions of these fields, please review the Participant Data Management Guide by selecting the PDM Help option from the menu above.
