IMPORTANT: iQUANT 401k models & portfolios reconstitute Feb, May, Aug, and Nov.

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IMPORTANT: iQUANT 401k models & portfolios reconstitute Feb, May, Aug, and Nov. 〰️

iQUANT 401(k) Investment Models & Portfolios

Advisors who offer comprehensive 401(k) strategies alongside the 401(k) platform significantly enhance the investment experience for their clients, setting themselves apart from their competition. This holistic approach not only ensures that clients maximize their retirement savings but also provides peace of mind in uncertain financial landscapes. Moreover, offering ongoing guidance, rebalancing, and performance monitoring demonstrates a commitment to long-term success, fostering trust and loyalty among clients who appreciate the added value and personalized attention. Ultimately, advisors who combine 401(k) platforms with strategic guidance elevate themselves as trusted partners in their clients' financial journeys.

OPEN ARCHITECTURE 401(K) models

The iQ Open Architecture 401(k) Models are designed for 401(k)s that can access the majority of market-available NSCC-tradeable funds (i.e. Employee Fiduciary 401k plans). Please be aware that if the advisor has access to these funds on their platforms (as NTF), these models may be suitable for non-qualified accounts.

CLICK HERE to see the process for each iQ Open Architecture 401k investment model.

PORTFOLIOS (copy the code into the Portfolio Optimizer)

  • iQ Open Arch. Conservative Portfolio (code: 8PwSSQ)

  • iQ Open Arch. Mod Conserv. Portfolio (code: y4LPrs)

  • iQ Open Arch. Moderate Portfolio (code: 1TXAXQ)

  • iQ Open Arch. Mod Aggressive Portfolio (code: Oe4l07)

  • iQ Open Arch. Aggressive Portfolio (code:QscTCJ )

JOHN HANCOCK 401(k) Models

PORTFOLIOS (copy the code into the Portfolio Optimizer)

  • J. Hancock Mod Conservative Portfolio (code: 2dWV3q)

  • J. Hancock Moderate Portfolio (code: a74Mq1)

  • J. Hancock Mod Aggressive Portfolio (code: xxKEav)

  • J. Hancock Aggressive Portfolio (code: GuuImk)

iQUANT is committed to providing valuable financial models and information to assist advisors in making informed investment decisions, including those related to annuities and 401(k) plans. However, it is essential to note that iQUANT is an independent investment strategy service, and we are not affiliated with any annuity or 401(k) companies or their affiliates.

Our models are designed to help you assess various investment options and strategies, including those involving annuities and 401(k) plans, with a focus on optimizing your clients’ investment objectives. While we strive to offer accurate and unbiased data, our services do not represent endorsements or partnerships with any specific annuity providers or 401(k) plan administrators.