Products April 22, 2003

Hewlett Davidson Releases K Plan Advice

April 22, 2003 (PLANSPONSOR.com) - 401(k) plan sponsors now have another player to consider in the investment advice space - Hewlett Davidson & Associates LLC and its 401(k) Focus Advisor.
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According to an announcement, the product from Hewlett Davidson, a member of Raymond James Financial Services, provides specific advice to 401(k) investors through personalized recommendations generated by Raymond James Financial Services. R ecommendations are focused on reducing investment risk by using technical analysis employed by professional money managers.  

The 401(k) Focus Advisor approach selects and monitors the investments offered in an investor’s 401(k) plan to ensure investment risk is consistent with market conditions.   As conditions change, the investor will be notified to adjust his allocation.

An email provides a customized recommended allocation of the investments offered in his 401(k) plan.   If there are any questions regarding the allocation, a Hewlett Davidson/Raymond James representative will be available to assist.   The investor then makes the final decision to implement the allocation changes

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