Ready to record your new investment selections?
It’s usually a simple matter. You may have to fill out
paperwork, or perhaps you can go online or call a toll-free
line. If you’re not sure of your plan’s change procedure,
call your Benefits department.
"Make a copy for your records. You'll thank
me later."
My wife says I'm too persnickety. But, any time
she's looking for paperwork, I've got it right there in the
file. Do the same. Print out your target investment mix in case
you want to refer to it later. How about another copy of our
Investment Inventory Checklist? You might want to use it again
sometime.
Are You Saving For Retirement?
