Asset Allocation Model - Review
- Information regarding the new model will be presented
- By selecting the new model, all existing dollars and new money contributed into the account will be allocated in the percentages as described in the displayed table . The fund number, fund name, percentages for future contributions and percentages of current money that will go into the new funds will be displayed.
- The effective date of the rebalance and allocation will be indicated.
Click “Submit” to complete the transaction. You will then be directed to the confirmation page.