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Selecting Individual Portfolio Options

Selection of portfolio options can have a profound impact on each plan participant's individual account values. Therefore, risk tolerance analysis and asset allocation considerations play a central role in the portfolio option selection process.

Before plan participants begin selecting their portfolios, it is recommended they first consult Ohio National's Determining Your Risk Profile (Form 3734-C) to learn about Asset Allocation and to assist them in determining their comfort level with fluctuations in the value of their investments. After completing the Risk Profile Questionnaire, plan participants total up the points for all questions. Their score will indicate their investor profile as either:


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