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Change of default investmentApplication forms application form is for changing the default investment choice. It can be used with the following existing group pension plans: Retirement Solutions Group
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How to fill out change of default investment

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How to fill out change of default investment

01
Log in to your account on the investment platform.
02
Locate the section or tab for managing investments.
03
Look for the option to change default investment.
04
Select the new investment option you would like to set as the default.
05
Confirm the changes and save them.

Who needs change of default investment?

01
Individuals who wish to modify their default investment choice.
02
Investors who want to align their investment strategy with their financial goals.
03
People who want to update their investment preferences based on changing market conditions.
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The change of default investment is an adjustment made to the default investment option within a retirement plan.
Employers or plan administrators are typically required to file a change of default investment.
The form for changing default investment must be filled out with the new investment option and any necessary supporting documentation.
The purpose of changing default investment is to update the investment option to better suit the needs of the participants in the retirement plan.
Information such as the new investment option, reasoning for the change, and any impact on participants must be reported on the change of default investment form.
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