Another way to help plan participants understand the portfolio options available to them is with the Portfolio Options by Category (Form 3622-PEN) and Investment Portfolio Summary (Form 3610).
The Investment Portfolio Summary (Form 3610) is an expanded, multi-page version of the Portfolio Options by Category (Form 3622-PEN).
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.