How Do I Change My Investment Elections?

You may change your investment elections and/or portfolio online at any time via your participant account with Jocelyn Pension Consulting.

From your Dashboard select Manage Investments from the Account Balance box;

In the Manage Accounts screen, select the Change Elections box

Enter the percentage allocation(s) you want for all new money to be invested in your account.  Confirm that the Total allocation percent equals 100% before you select the Submit button in the lower right corner to initiate your new election(s).

If you want to reallocate your current account balance to the new investment elections, select Yes under Transferable Balances on the next screen.

Next, you will be prompted to confirm that you have read the new investment prospectus.  Check Mark as Read and then select Next.

You will have one last time to review your investment elections prior to completing the transaction.  Review your selection carefully prior to submitting.  You will receive an email confirming your new investment elections.

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 12:00 PM Pacific Time (PT), 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 12:00 PM PT cut off, then your trade will normally be executed at the current business day’s NAV. All orders received after the 12:00 PM PT cutoff time will normally be executed at the following business day's NAV.