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.
My Investment Overview
Total Balance: $10,000.00 +$125 increase since January 1, 20YY
Personal Rate of Return: 6.1 % (Year to Date)
| Fund ID | Asset Class | Fund Family | Current Price | Expense Ratio |
| 2TZBOND | Bonds | $1.00 | 0.00 % | |
| NW6AAA | Large Cap Growth | Large Cap | $29.49 | 0.54 % |
| NW6ABD | Global / International | International | $14.40 | 0.01 % |
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| Fund ID | Return As Of Date | One Month | Three Month | Year To Date | 1 Year | 3 Year | 5 Year | 10 Year | Inception to Date | Inception Date |
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No items to displayManage My Investments
Future Investment Elections
You may want your future savings to go into different investment options than you have elected. By changing your future contributions you can allocate any 'new money' to different funds. Want to learn more about different investment vehicles?
One-Time Account Rebalance
Why redistribute your entire balance?
Over time your goals or your comfort level with risk may change, especially as you get closer to retirement. You may want to change how your money is invested. By rebalancing your account, you will allocate your current balance to new investment fund choices for all of your current savings. Want to learn more about why rebalancing matters?
Automatic Account Rebalancing
Why rebalance your account?
Over time shifts in the market might mean your investment selections have become 'out-of-balance' from your original election. Choosing to automatically rebalance will help you stick to your plan even when markets swing. When your goals change, be sure to revisit and review how you are invested. Want to learn more about why rebalancing matters?
Fund to Fund Transfer
What is a fund to fund transfer?
A fund to fund transfer is the movement of a specific amount of savings from one fund to another. Investors may choose to do this to purchase units with their existing savings in a different investment. For example, say you are invested in a growth fund and you are retiring in 5 years that fund may be a bit more aggressive as you near retirement. You may decide to move some of your savings into a more moderate or conservative fund. A fund to fund transfer allows you to transfer some of your money from the growth fund into the more conservative fund, but both funds will still be in your retirement savings plan.