This report contains the 2023 Q2 quarterly allocations for your retirement plan’s tactical models. We updated the process for allocating to the high, medium, and low risk categories. We now have a stock and bond score, which is updated at least quarterly. When the stock score is 100%, the model will have maximum exposure to high risk category investments. When the score is less than 100%, the high risk category investment exposure will be adjust between each model's minimum and maximum exposure. The same process applies to the bond score and the medium risk category investments. Please use the link below to read the report.
If you are uncomfortable with your selected model maintaining a less than maximum High Risk Category exposure, we recommend that you look at other plan investment options or a more aggressive tactical model. As always, if you have questions regarding these models, your deferred compensation account, or retirement planning; do not hesitate to CONTACT US.