This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category.
You can click on the name or ticker symbol to view the details of that asset.
|The table shows all the available investment options in the plan.
[Edit Plan Information]
Following a plan allows you to:
- Access the plan directly from your profile page
- Receive e-mail alerts when the plan is rebalanced, or changed
- Make modifications and contribute to the plan information