Optimizing 401(k)/404(b) Plan Participant Portfolios
How to maximize 401(k)/403(b) plan participant portfolios.
With TriSignalPEA subscription and plan fund custom dataset, monitor all fund performance each trade day with findings updated each trade day (funds predicted to appreciate/devalue) on corporate website. Additionally, publish updated finding weblink in an email to all participants. Illustrated on left is interaction of bi-weekly pay dates (yellow highlight) and retrospective fund appreciation/devalue. Giving participants to proactively manage funds to avoid downturns and capture upturns maximizes account values.