Group 1
RIS Systems, select Investments> Investment coding
you can also get to the contract level webpage from the Investment Review Guided action).
Is the any script that you have to read to the ptp?
Yes, there are 2
Mention the five years to retirement bands
21+ years
16-20 years
11-15 years
6-10 years
0-5 years
How many options are to cancel the RetireView?
Product Rep, Participant Website
Where can you find the terms and conditions for the RetireView?
Participant Website
Mention the 5 risk tolerance categories
Conservative
Moderate conservative
Moderate
Moderate aggresive
Agressive
Can we product rep the enrollment of the ReitreView?
Can the participants do investment transfers?
Yes
Can they do partial RetireView Elections?
Yes, they can
Where can the ptp access to the Investor Profile Quiz?
UPA/ Participant website
Is there an option to choose a rebalance frequency?
Yes
Can they change the rebalance every week?
No, they can only do it once every 90 days.