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Help-Me-Do-ItSM Investor

For the Help-Me-Do-It Investor, Online Investment Advice ("Advice") is a tool that provides an asset allocation recommendation and also recommends specific investment options offered within the SMART Plan. It suggests how much to allocate to each investment option based on your personal objectives, but it also allows you the freedom and flexibility to implement your own choices, manage them online, and generate new recommendations when the need arises. There is an annual $25 fee, assessed quarterly, for Online Investment Advice.


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