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3rd Quarter | 2021

Quarterly recap
What’s happening at FPI
FPI National Sales Conference: December 15–17

All members of our Sales department, along with staff from our Marketing, Compliance, and Executive groups, will be attending our FPI National Sales Conference from Wednesday, December 15, through Friday, December 17. The off-site event will give all an opportunity to share news about upcoming programs and exchange ideas on best sales practices. The Sales team will be checking emails and voicemails periodically, and our Client Services and Broker Administration staff will be available for additional assistance. We thank you in advance for your understanding and patience.

Axos Advisor Services clients: Notice about deposits into closed accounts

Axos Advisor Services will no longer accept check deposits, wires, and automated clearing house (ACH) deposits into closed accounts. Funds will be returned to the issuer with an explanation.

Axos Advisor Services forms

After November 30, 2021, Axos Advisor Services will no longer accept account forms with the E*Trade Advisor Services logo. Please make sure you are using the new Axos Advisor Services account application and supplemental forms with the Axos Advisor Services logo, which can be found at https://www.axosadvisorservices.com/Forms-and-Applications/

Flexible Plan named one of Michigan’s top workplaces

Flexible Plan Investments (FPI) has been recognized as one of Michigan’s top workplaces of 2021. FPI ranked #53 on the 2021 Detroit Free Press Top Workplace list in the small business category (see the complete list here).

Only 174 companies earned a place on this year’s Top Workplaces list. This is FPI’s fourth time on the list, with previous awards in 2011, 2012, and 2013.

Companies considered for the list are evaluated based solely on employee feedback gathered through an anonymous workplace survey that uniquely measures 15 culture drivers that are critical to the success of any organization, including leadership, communication, career opportunities, and working environment.

A new level of transparency on fund holdings

For more than a decade, Flexible Plan Investments has provided what few other fund managers have done. We publish the holdings of our Quantified Fund family mutual funds daily on our website.

As part of our effort to deliver the highest level of transparency to our clients, we now drill down in the quarterly pie chart section to show the asset-class mixture of our mutual funds in our weekly update, client statements, Illustration Generator tool, and proposals. You can see your statements by logging in to the OnTarget website, going to the Statements page, and accessing this quarter’s reports.

This means that—in addition to the funds we are holding in your strategies and portfolios—you can also see the asset-class allocations inside the funds as well. This makes it easy to see and illustrate the extent of the dynamic, risk-managed investment management occurring week to week.

We promise “active” management, and we deliver!

Your custom OnTarget benchmarks just got better

Flexible Plan Investments (FPI) has long been known as the only RIA delivering OnTarget Monitor custom benchmarks to its clients. This remarkable tool uses Monte Carlo analysis to deliver a picture of how our strategies and client portfolios are likely to perform in the future given the results of our research reports. We then track the actual results against these personal benchmarks from the first client proposal to the monthly client reports on each client’s account page of the OnTarget website.

The original OnTarget Monitor was based on our research report data. Due to advancements in technology and data access, we are now able to deliver a Benchmark OnTarget Monitor based on the performance of each strategy’s market environmental index. These Monte Carlo probability prognostications are based not on our research, but rather on third-party passive index providers.

Check out the results by logging in to the OnTarget website and clicking the new Performance tab.

Even more of our strategies are beating these third-party benchmarks than the research report benchmarks. Comparing the two is easy. Both the old and new OnTarget reports are available for clients on the OnTarget website and on each adviser’s business analyzer report.

This demonstrates once again that our OnTarget Monitors have held FPI to a high and exacting standard in judging whether our strategies, and the portfolios consisting of them, have delivered for our clients and their advisers. Do your other managers do the same?

Reminder: Required minimum distributions

As the end of the year approaches, make sure to adequately plan for any IRA contributions, required minimum distributions (RMDs), or gifts.

The IRS requires tax-deferred account holders over a certain age to take an RMD from their IRA, SIMPLE IRA, SEP IRA, or retirement plan account on an annual basis. Due to changes made by the SECURE Act, those whose 70th birthday is July 1, 2019, or later, have to start taking RMDs when they reach age 72. Those whose 70th birthday is before July 1, 2019, have to start taking RMDs when they reach age 70½. For more information about RMDs, see the IRS website.

Flexible Plan clients were notified earlier this year of their minimum distribution amount. To request the RMD, complete the EZ IRA distribution form. Axos Advisor Services will not make a distribution without a completed form. Advisers who want to review RMD information for clients can run the RMD Report from Axos Advisor Services’ Liberty website.

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