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2005 ONLINE Participant Investment Presentations
ERISA requires Retirement Plan Fiduciaries to provide education--education essential to everyone's retirement investing.
ThePensionSpecialists,Ltd. assists in the process by providing an in-depth program complimenting any 401(k) plan and assists plan sponsors in meeting their fiduciary duty.
The PowerPoint Presentations below provide individuals with a substantive, yet common sense approach which arms every individual with the appropriate information and materials to make investment choices.
Content has been reviewed and approved by the Compliance Department of Harbour Investments, Inc.
Just click on one of the highlighted links listed below to access a particular module. (Automatic links have been placed on the last slide of each module granting viewers access to subsequent modules - simply click on the icon located in the lower right hand corner of the last slide to begin the next module.) |
2005 ONLINE Participant Investment Presentations |
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I. Modern Portfolio Theory
The Key to Diversification
II. Tactical Asset Allocation Theory
Managing Dynamic Diversification
III. How to Evaluate MPT Portfolio Potential
Criteria for Selecting Your Portfolio
IV. How to Select an MPT Portfolio
Using the Criteria to Actually Select Your Portfolio
V. How to Fund Your MPT Portfolio
Choosing Your Mutual Funds
VI. How to Enroll
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The Pension Specialists, Ltd.
3923 E. State Street
(map)
Rockford, IL 61108
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com
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