Enrollment

Standard Enrollment
Plan participants have two options:

1. Do nothing and continue to direct their own investments.

2. Choose to have Maul Capital Management professional manage their retirement portfolio. Plan participants will complete a Risk Tolerance Questionnaire and application. The plan participant will be assigned a model portfolio based on the answers.

Automatic Management

Plan participants are automatically enrolled in a pre-selected portfolio based on the criteria of the plan sponsor. The pre-selected portfolios are determined by the age of the plan participant.

Plan participants have three choices:

1. Do nothing and default into a pre-selected age based portfolio.

2. Complete a Risk Tolerance Questionnaire and select a portfolio group based on individual investment goals.

3. Continue to manage his or her own account using core funds within the plan.

Default Management

1. When a plan participant does not make any decision in regard to enrollment options, assets will default into one of Maul Capital Managements portfolios based on the age of the participant.

If you would like to enroll in Life Sync 401k please email us here.