Participant Website Guide

How to Make Account Changes

Change Elections

You can change your account by changing your current investment elections. This transaction affects only FUTURE contributions going into your account.

screenshot of Elections

An example of an Election Change:

screenshot of Election Change

To make changes to your EXISTING balance, you would need to Move Money (see below).


Move Money

Making changes to your current account balance can be done by going to the Move Money tab. This will move existing money from one fund to another
fund.

An example of a percentage to percentage transfer:

screenshot of a percentage to percentage transfer

An example of a dollar to dollar transfer:

screenshot of a a dollar to dollar transfer

An example of a dollar to percentage transfer:

screenshot of a a dollar to percentage transfer


Rebalance

Rebalancing your account allows you to enter “target” percentages to move the money into your targeted fund choices. This would be good to use when you know what you want your account balance to look like when you are done transferring.

screenshot of Rebalancing

Use the Recurring Rebalance tab to have your account rebalanced on a recurring basis.


Conform Ending Balance

This allows you to “rebalance” your existing account balance to match your current investment percentage allocations. For example,
if your current allocations were 50% in Fund A and 50% in Fund B, but over time your balances had changed, this step will
align them with your original election:

An example of a “Conform Ending Balance” account rebalance:

screenshot of a Conform Ending Balance


Conform to Target

This allows you to enter “target” percentages to move the money into your targeted fund choices. This would be good to use when you know what you want your account balance to look like when you are done transferring. For example, you would like to move all of your existing account balances to Fund A.

An example of a “Conform to Target” rebalance:

screenshot of a conform to target rebalance

Participant Education

View our Participant Education Documents
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