Both you and your plan participants will want to take the time to evaluate your need, willingness and ability to take risk. This personal assessment will help determine which of the available portfolio options will best suit your needs.
Once the portfolio is chosen, Thomas Doll then manages it for the participant, rebalancing it on a semi-annual basis and making changes to the funds or allocations as events warrant. The participant is thus able to delegate the investment management responsibility to a professional advisor.
Below is a profile of some of the portfolios offered within The Doctor’s 401(k) Solution:
