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Fund Transfers

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 Move Money
Show Me How to Transfer Between Investments To manage your investments or contributions, choose Manage Investments from the Manage My Account  menu.  From here you can update your future investment elections by selecting Ch...
Rebalance - Conform to Target
Show Me How to Rebalance My Current Contributions To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Change Elect...
Conform Ending Balance
Show Me How to Realign to New Elections To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Change Elections , you...
Update Investment Elections
Show Me How to Change My Investment Elections To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Rebalance , you ...
Recurring Rebalance
Show Me How to Schedule Automatic Rebalancing To manage your investments or contributions, choose Manage Investments from the Manage My Account menu. From here you can update your future investment elections by selecting Change Elections...
Brokerage Account Transfers
If your plan allows for Brokerage Accounts and you have set one up for your account, you are able to move funds from your retirement plan into your brokerage account.  Making transfers between your retirement plan account and your brokerage ac...
In-plan Roth Conversion
The American Taxpayer Relief Act signed into law in 2013 permits plans to adopt an expanded Roth in-plan conversion feature. If permitted by your plan document, this feature allows you to convert all or a portion of your pre-tax and traditional afte...
 Move Money Within Your Account
Review the guide below to learn more about the ways to move money between investments within your retirement account.

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