Does the Task Force know which current investment options may be eliminated from the consolidated menu?
No, the plan’s new investment structure won’t be determined until the competitive bid process is complete. It is possible that several of the plan’s existing investment alternatives will continue to be made available through the open architecture investment menu, regardless of the master recordkeeper that may be selected.
- If I want to recommend investment options from each of the three plans, can I use one form to enroll my client in CollegeAdvantage? Will my client receive one consolidated statement or three?
- I installed Reference Manager and see the menu options in the Tools menu of Microsoft Word, but I don’t see the toolbar. Where is it?
- Why did the Task Force propose modifying the investment choices under the plan? Why will the number of options be reduced?