How Do I Move Money without Changing My Investment Elections?

You can move the funds in your retirement account to new investments without changing your investment elections online at any time using HowardSimon Retirement Portal. Once you have logged in:

From My Dashboard, Select Manage Investments in the Account Balance box.

Next, choose the Move Money option.

Find the fund you would like to move funds from and enter the percent you would like to move (e.g. 25%) in the From column.  Enter the percent you would like to have allocated to each fund in the To column. Note this should total 100%.

Next, confirm you have read the prospectus for the funds that you are moving.  Select Mark as Read and then choose Next.

Be sure to review your elections one final time prior to submitting.  A confirmation email will be sent to your email address on file. 

Note: Most or all of the investments in this Plan are mutual funds or collective trust funds. If you provide instructions on this website to sell, buy, or transfer any of the investments in your account, your instructions must be completed on this website no later than 3:00 PM Central Time (CT), on a day in which the market is open, for your instructions to normally be implemented on that day. This deadline may be earlier than the normal market close. If you miss the trading deadline for a particular day, your instructions will not be implemented until the next day in which the market is open. As a reminder, mutual funds and most collective trust funds trade only once per day, after market close, which is when the fund’s Net Asset Value (NAV) is calculated for that day. If you provide instructions to buy or sell shares of a fund before the 3:00 PM CT cut off, then your trade will normally be executed at the current business day’s NAV. All orders received after the 3:00 PM CT cutoff time will normally be executed at the following business day's NAV.