How can I make changes to my selected investments?

Changes to your selected investments must be processed through your retirement plan service provider (also called the Recordkeeper). You can process changes by logging into your account online, or over the phone by calling the Recordkeeper support center.

When making changes, you will have the option to change how your current funds are invested, your future funds, or both.

If you need guidance or have additional questions about how to change your selected investments, schedule an Investments Call with one of our registered Financial Advocates here.