Your investment elections govern how upcoming contribution dollars (not yet in your account) will be invested in your account upon arrival. Your investment allocations govern how existing assets in your account are invested and can be changed by submitting a transfer transaction or rebalancing your account.
There are no restrictions as to how often you may change your investment elections. Investment reallocations are processed once a day, provided there are no existing trades still awaiting settlement. There are no fees charged by RPG Consultants for changing your investment allocations or elections. However, depending on your investment menu of options, an investment provider/company may assess what is known as a short-term redemption fee for selling an investment prior to a specific holding period (30 days or 60 days). Please consult your Plan’s Investment Advisor for details on short-term redemption fees and to which investment this fee applies, if any. Please note that we process all investment reallocation and/or transfer requests once daily, at mid-day. If your request misses the cutoff time for a given day, it will be processed the following day.
You may change your investment elections (for future contributions) by visiting your Participant Portal at http://login.rpgconsultants.com, selecting "Manage Investments" from the "Manage" menu on the main navigation bar, and clicking on "Change Elections". Enter your new elections in the "New Elections %" fields that appear at the top of the "Change Elections" page and following the prompts.
You may change your investment allocations (for existing assets in your account) by visiting your Participant Portal at http://login.rpgconsultants.com, selecting "Manage Investments" from the "Manage" menu on the main navigation bar, and clicking on either "Move Money" or "Rebalance" and following the prompts.
A short video illustrating the above procedures is also available at: How Do I Manage My Investments? : Support (rpgconsultants.com)