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If I elect to transfer the Principal funds to my BrokerageLink account, how does it affect my future contributions investment option?

April 26, 2017account affect brokeragelink contributions funds future if i Investment Principal transfer

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If I elect to transfer the Principal funds to my BrokerageLink account, how does it affect my future contributions investment option?

1 Answer

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10 Posted

Even if you elect to transfer the Principal funds into your BrokerageLink account, your future contributions and loan repayments, if any, will be mapped to the new funds and not to the Principal funds held under your BrokerageLink account. You may want to consider changing your future contributions investment election by logging on to NetBenefits.