This quiz titled 'Investments and Plan Portfolios' assesses knowledge on investment funds, focusing on mutual funds, target date funds, and the role of financial advisors. It explores fund management, diversification benefits, and investment alternatives, crucial for participants and plan administrators.
True
False
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Target Date Retirement Funds
Balanced Funds
Professionally Managed Funds
All of the Above
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Diversification
Professional money management
Liquidity
Front Load Fees
Overall reasonable fees/value for the average investor
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True
False
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True
False
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ADP
Participants and Plan Administrators
Other Advisors
Participants only
Plan Administrators only
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Is exclusive to ADP
Allows a plan to choose an alternate investment (besides the money market or stable value) for defaulted participants, including Automatic Enrollment arrangements.
Was a part of the Pension Protection Act of 2006
Gives the company “protection” from defaulted participants suing them for investment losses.
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Quiz Review Timeline (Updated): Mar 17, 2023 +
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