Need Help?

Need Help?

Please fill out the below form and your plan administrator will get back to you as soon as they are able. Help hours are Monday - Friday 6am pst to 5pm pst.
If you have questions regarding your Plan, please call our dedicated representatives at 1-555-555-5555.

Fund to Fund Transfer

To better understand the investment option information provided to you, please carefully review additional information which includes the types of investment risks and a glossary of terms and statistics found on the fund fact sheets. This documentation provides instructions to obtain any underlying fund prospectus.

Please note that due to market fluctuations we do not suggest you enter a dollar amount more than 90% of your total fund balance. If you would like to move all money out of your fund please choose the option to transfer as a percent of available balance.

To begin a fund transfer, please select the fund that you want to transfer out of, then click Next.


Fund Name Current Balance Amount Available
Fund Name
Bond Fund
Current Balance $8,000.00 Amount Available $8,000.00
Fund Name
Large Company Growth Fund
Current Balance $1,000.00 Amount Available $1,000.00
Fund Name
International Index Fund
Current Balance $1,000.00 Amount Available $1,000.00
Fund Name Total: Current Balance $10,000.00 Amount Available $10,000.00

You will see a confirmation screen when you save your transaction. Please wait to print until you reach the confirmation screen.