Changing Investment Elections
Any changes to investment elections or transfers among investment options can be made either by logging on to the participant’s account through the Program’s website or by calling 800.348.2272.
No. Participants can only perform these transactions online or by telephone.
Yes, by opening a Self-Directed Brokerage Account (SDBA) and transferring funds from the existing investments to the SDBA. Note that certain restrictions apply since the SDBA is part of a qualified retirement plan. Participants are required to maintain at least $2,500 in the core investment options.
Changing Investment Elections
How to change investment elections
Participants can change the way future contributions are invested (including contributions that are subject to an automatic enrollment plan design) by accessing the website at www.abaretirement.com or by calling the Customer Service Center at 800.348.2272.
Changing investment elections using the website
- Participant accesses our website at www.abaretirement.com and proceeds to Participant Login.
- Participant enters his/her Social Security number (or, if applicable, the Username he or she has created) and password (see the link “Forgot Your Password?” for instructions on obtaining a password reminder or resetting the password).
- Participant selects the plan for which the transaction is being processed.
- Participant goes to the “Manage Investments” tab to change investment elections for future contributions, reallocate current balances or perform a fund transfer.
- The Program processes the participant’s request and issues a confirmation notice.
Changing investment elections over the phone
- Participant calls the Customer Service Center at 800.348.2272 and follows the directions to complete the transaction.
- The Program processes the participant’s request and issues a confirmation notice.
Investment election processing
Transactions requested through the website or the Customer Service Center take place at the close of business that day if the transaction is completed by 4:00 p.m. ET on a business day, or the next business day if after 4:00 p.m. or on a non-business day. Changes in the investment of future contributions will take effect with the next contribution received by the Program. Only future contributions to the plan are affected — not existing account balances. See the Transferring Funds page for information on transfers of existing balances.