This option is for participants who have $10,000
or more in the Fixed Interest Account and want to systematically
transfer earned interest to other investment options in their
account. Please see interest sweeps details and
transfer restrictions prior to requesting 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. If you would like to change the investment
of your future contributions, please complete an Investment Option
Election Change.
The investment option names below link to
investment option summaries available as Adobe
Acrobat® PDFs.
Please Note: The interest sweep will
occur on the last business day of the frequency selected. The first
interest sweep to process will not transfer any money.
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