What’s Happening at FPI | FPI Market Hotline

What’s Happening 10/5/20

by Flexible Plan Investments | Oct 5, 2020 | What's Happening at FPI

New FPI website coming 10/6 We’re always looking for ways to improve your FPI experience. As part of that effort, we are giving our website a fresh new look with your needs in mind. The redesigned flexibleplan.com will feature streamlined navigation to the features...

What’s Happening 9/28/20

by Flexible Plan Investments | Sep 28, 2020 | What's Happening at FPI

New FPI website coming soon We’re always looking for ways to improve your FPI experience. As part of that effort, we are giving our website a fresh new look with your needs in mind. The redesigned flexibleplan.com will feature streamlined navigation to the features...

What’s Happening 9/21/20

by Flexible Plan Investments | Sep 21, 2020 | What's Happening at FPI

Third-quarter statements Third-quarter account summaries and OnTarget statements are scheduled to be delivered next month. 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 9/14/20

by Flexible Plan Investments | Sep 14, 2020 | What's Happening at FPI

Flexible Plan summer hours To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays through September to allow our staff to enjoy more of Michigan’s great summer. Rolling back 2020 RMDs As a reminder, CARES...

What’s Happening 9/8/20

by Flexible Plan Investments | Sep 8, 2020 | What's Happening at FPI

What’s Happening 8/31/20

by Flexible Plan Investments | Aug 31, 2020 | What's Happening at FPI

Plan ahead: Flexible Plan hours on Labor Day (September 7) Our office will be closed on Monday, September 7, in observance of the Labor Day holiday and market closure. Regular office hours will resume on Tuesday, September 8, along with the Weekly Update. Remember,...

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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