Money Management
If a participant wants to transfer money from one fund to another fund, this type of transaction would be best for them.
A target date fund starts more ____ and gets more ____ as it gets closed to the retirement date
aggressive & conservative
The longest day of the year (June 20th) is also know as the Summer _________
Solstice
If a participant wants to move all their investments around and start a new reallocation, this type of transaction would be best for them.
One Time Account Rebalance
A Target Date Fund is a Set It & ______ Fund
Forget it
Troy Bolten and Gabriella Montez are the two main characters in what 2006 Disney movie
High School Musical
This is the only type of money management transaction that can be selected in percentage or dollar amounts.
Fund to Fund Transfer
All Target Date Funds have a retirement date after it.
False (most do but not all)
This is the most common last name in the United States
Smith
If you go to this screen in PSR you can view 2 bar graphs and see how each investment has performed individually within a date range.
Balance Comparison
To find what a participant's default Target Date Fund based off their date of birth is you would check this article in KM
Investment Options Article
"RACECAR" is called this because it's the same backwards as it is forward.
Palindrome
If a ppt wanted to know how much Roth money they had in an investment you would check this screen in PSR
Balance by Source
Target Date Funds have ticker symbols (true/false)
False
You can submit a High Five Recognition for any of your classmates through this page.
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