4/21/2016 11:02:55 AM
Hi, could use some help here. Cannot load the following: HLEMT- EM Collective Inv Fund Tier2; NEEIT - NT Extended Equity Mrkt IND T; OFIIT - Oppenheimer OFITC International; JOZBT - State Street S&P 500 Index E; IRSAI - Retirement Bank Account; WESRT - Wells Fargo Stable Return FDC. Will also send you a screen print of the full list. If you can't get these tickers are there acceptable substitutes we can use to build portfolio advice?
4/21/2016 2:38:59 PM
Added proxy investments for all funds except Northern Trust All Count TR 1 and Retirement Bank Account. Will need additional information on Northern Trust All Count TR 1 in order to proxy it well.
4/21/2016 3:43:14 PM
Added a proxy for Northern Trust All Count TR 1. Retirement Bank Account will be assumed to be identical to Wells Fargo Stable Return Fund.
1/14/2020 10:18:23 AM
Based on Feedback from a user we've removed the Harbor International Fund Instl. Class from the plan lineup.
1/14/2020 1:20:06 PM
no longer in line-up plan