How often can I make changes to my investment choices within my retirement plan?
Asked 2 years ago
Within a retirement plan managed by Franklin Templeton, participants typically have the flexibility to make changes to their investment choices on a regular basis. Most plans allow investors to modify their investment allocations as frequently as they wish. However, it is essential to be aware that certain plans may implement restrictions, such as requiring participants to wait a specific period between transactions, which can help reduce excessive trading.
Generally, investment changes can be made online through the plan's web portal or through customer service. To confirm the details specific to an individual's retirement plan, including any potential limitations and the process for making changes, it can be helpful to refer to the plan documentation or current web page. This can provide the most accurate and relevant information regarding investment adjustments and any associated policies.
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