What’s Happening at FPI | FPI Market Hotline

What’s Happening 8/10/20

by Flexible Plan Investments | Aug 10, 2020 | What's Happening at FPI

Rolling back 2020 RMDs As a reminder, CARES Act legislation passed earlier this year enabled clients with a required minimum distribution (RMD) due in 2020 from a defined-contribution retirement plan—including a 401(k) or 403(b) plan, or an IRA—to skip those RMDs....

What’s Happening 8/3/20

by Flexible Plan Investments | Aug 3, 2020 | What's Happening at FPI

What’s Happening 7/27/20

by Flexible Plan Investments | Jul 27, 2020 | What's Happening at FPI

New service agreement with E*Trade Advisor Services Flexible Plan Investments (FPI) entered into a new service agreement with E*Trade Advisor Services (EAS), effective July 1, 2020. Clients and their representatives with accounts at E*Trade received correspondence...

What’s Happening 7/20/20

by Flexible Plan Investments | Jul 20, 2020 | What's Happening at FPI

What’s Happening 7/13/20

by Flexible Plan Investments | Jul 13, 2020 | What's Happening at FPI

Second-quarter statements Second-quarter account summaries and OnTarget statements are scheduled to be delivered this week. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that we have...

What’s Happening 7/6/20

by Flexible Plan Investments | Jul 6, 2020 | What's Happening at FPI

Second-quarter statements Second-quarter account summaries and OnTarget statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to ontargetinvesting.com to verify that...

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Categories

To our In My Opinion readers:

Everything in the newsletter pertains to strategies available on our Strategic Solutions platform at E*Trade Advisor Services. 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.

Disclosures