| Build Your Portfolio | |||||||||
| Portfolio SelectorSM uses two steps to help you build your investor profile and determine a target asset mix for your retirement goal. | |||||||||
| 1. Please let us know: | |||||||||
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your age | ||||||||
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when you plan to retire | ||||||||
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the number of years until you retire | ||||||||
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some details about your rollover or transfer | ||||||||
| 2. Complete the Investor Profile Questionnaire (IPQ) | |||||||||
| Your responses to this questionnaire will be evaluated to determine your: | |||||||||
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| Overview | | | Build Your Profile | | | Asset Mix | | | Fund Preferences | | | Model Portfolio | | | Diversification | | | Next Steps |
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