Below you’ll find a comparison of the personal factors that are considered in determining asset allocation within a TDF vs the new PRO QDIA® Solution. The PRO service coordinates with your Recordkeeper (or other service providers) to obtain the PRO Customized Default data without requiring any participant involvement. The PRO Retirement Tool is an online portal which allows participants to personalize their retirement goals and gives feedback on their progress. Most importantly, the tool provides suggestions on how to accomplish their personal retirement goals.
Here’s what each of these factors allow us to do:
* Some factors may not be available in all situations
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