For compliance reasons, we are not allowed to take investment direction by phone or email. Participants have the ability to change their investment allocations and elections on our website. 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.
Below are the steps to change your investment elections (for future contributions) online:
Please log in to your Participant portal (http://login.rpgconsultants.com), select “Manage” from the “Manage Investments” menu, then click the “Change Elections” button. Next, scroll down and type-in the percentages you would like to allocate to each investment in the “New Election %” column (the total should add up to 100%). Once done, please click NEXT on the bottom, and then click Submit to finalize your choices. Note again that the above steps will only affect how your next contribution will be invested.
Below are the steps to change your investment allocations (of your existing assets) online:
Please log in to your Participant portal (http://login.rpgconsultants.com), select “Manage” from the “Manage Investments” menu, then click the “Rebalance” button if you wish to reallocate your entire portfolio, or click the the “Move Money” button if you wish to move funds from investment to investment. Follow the prompts on-screen to make your allocation changes and be sure to click Submit to finalize your choices. Note: allocation changes will not be immediately reflected on the web until all pending trades corresponding to your transaction request are processed and settled (please allow 1-3 business days).
A short video illustrating the above procedures is also available at: How Do I Manage My Investments? : Support (rpgconsultants.com)