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Plan #: G12345
Plan: Demo Plan

Last time logged in:
10:30 AM  ET

  Account Balance

By Investment Option
View your account balance by investment option.

By Contribution Source
View your account balance by contribution source.

Contribution History Detail
View your contribution history detail.

Account Activity Summary
View your account activity summary.

Transfer Balance By Dollar Amount
Transfer your account balance by dollar amount.

Transfer Balance By Percentage
Transfer your account balance by percentage.

Auto-Rebalancing Transfer
Establish an auto-rebalancing transfer

Dollar Cost Averaging Transfer
Establish a dollar cost averaging transfer.

Interest Sweep Transfer
Establish an interest sweep transfer.

Automatic Rebalancing Transfer Print

Rebalance your existing assets to your current Investment Option Elections. If you would like to change the investment of your future contributions, please complete an Investment Option Election Change.

Only one account transfer may be made per day. Please see transfer restrictions before beginning a transfer.

The investment return and principal value of the investment accounts will fluctuate, so that when redeemed, units may be worth more or less than the original cost. A change to the investment of your existing balance does not affect the investment of future contributions.

The investment option names below link to investment option summaries available as Adobe Acrobat® PDFs.

Investment Option Elections as of:
Investment Option Current Percentage
AUL Fixed Interest Account 6.00 %
AIM Dynamics 34.00 %
Alger American Growth 8.00 %
American Century Equity Income 5.00 %
American Century Income & Growth 17.00 %
Fidelity VIP Growth 6.00 %
Janus Aspen Flexible Bond Portfolio 15.00 %
Janus Aspen Series Worldwide Growth 8.00 %
SSgA S&P 500 Flagship Fund 1.00 %
Total Allocation 100%

Frequency of Rebalance
One-Time Only

*Frequency periods are based on calendar year.


Please Note: Recurring automatic rebalance transfers will occur on the last business day of the period selected. The investment option elections on file at the time of each transfer will be utilized to rebalance your account.


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