AssetLock® is a communication tool used to help users stay informed on their retirement accounts. With AssetLock® Personal, the user has complete control over the downside percentage (AssetLock® Percentage), which is used to send alerts.
How AssetLock® Personal Works
401Ks | 403Bs | TSPs | And more!
CURRENT ACCOUNT VALUE
Actual daily account value based on data of the close of the Stock Market the previous business day.
Highest value account has reached. This value increases as the account grows and will not decrease due to loss.
Market value for account, assuming that the account maintained the original investment mix.
This is the high-water value less the maximum percentage of loss the investor is willing to incur.
The chart above demonstrates using AssetLock® with a portfolio where a 10% AssetLock® Value was chosen. Assuming an initial deposit of $100,000 and eventual growth to $146,793, the resulting AssetLock® Value would be $132,114.