How can I make changes to my selected investments?
Changes to your investment selections must be made through your retirement plan service provider (also called the Recordkeeper).
You can update your investments in one of the following ways:
- Online:
Log in to your retirement plan account on the Recordkeeper’s website and follow the steps to update your investment elections. - By phone:
Call the Recordkeeper’s support center, where a representative can assist you with making investment changes.
When making changes, you may have the option to:
- Change how your current account balance is invested
- Change how your future contributions are invested
- Update both current and future investments
If you would like guidance or have questions about your investment options, you can schedule an Investments Call with one of our registered Financial Advocates for personalized support.