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Here you will find weekly updates on dynamic, risk managed investing along with key solution updates.


What's happening at Flexible Plan Print PDF

Announcing Flexible Plan’s Knowledge Center

Flexible Plan Investments is excited to announce the launch of our new Knowledge Center. The Knowledge Center makes it easy to find, review, and use the extensive library of resources we have produced over the past 36 years on topics such as practice management, dynamic investment management, investor education, industry and market trends, and so much more. The Knowledge Center is searchable, allowing you to quickly locate the resource you need. Not sure where to start? Browse through our “featured content” to get inspired. Visit the FPI Knowledge Center today.

First-quarter statements

First-quarter account summaries and OnTarget Investing statements are scheduled to be delivered in the coming week. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.

TCA clients: Sign up for e-statements and avoid fees

Effective June 30, 2017, Trust Company of America (TCA) will charge for paper statements on all Strategic Solutions accounts. If you sign up for e-delivery of your quarterly statements before June 30, 2017, you will avoid a quarterly $5.00 print and delivery fee from TCA. Signing up for e-statements helps the environment, reduces clutter, and allows you to access and store your statements safely and securely online. Simply log in to sign up.



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Disclosures

To our In My Opinion readers:
Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at Trust Company of America. The same strategies are implemented on many other products: mutual funds, variable annuity, variable life and retirement platforms. Therefore, we expect the strategic discussion may be of interest to you. Note, however, that since these products have their own subaccount and fund universes and different internal expenses, the results and trading of the same strategy on other platforms may differ substantially from those described herein.

In My Opinion: Managed Retirement Plan Participants:
Most of you are managed using Lifetime Evolution and our sub-advised funds, so those topics will be most applicable to your account. But, more and more of you are in plans using Market Leaders. If so, that newsletter section may interest you