What is automatic rebalancing?
If you checked the “automatic rebalancing” box on your enrollment form (depending on which you option you chose – quarterly, semiannually, or annually) assets will be transferred in your account so the allocation of your assets in the plan matches how you chose to invest your money (the profile or accounts you chose). Automatic rebalancer makes sure that your asset allocation remains consistent with your goals, regardless of what is happening in the financial markets. Example: Accounts grow at different rates. You may want 10% of your account to be in a certain investment and it grows to be 15% of your account. The automatic rebalancer will distribute that additional 5% to other investments to move that original investment back to 10% of your account. Rebalancing will transfer enough money out of your high-performing investment options to your lower-performing options to return the allocation of your plan assets to what you originally desired. This process automatically forces you to f
