Benefits buzz: Auto-rebalancing feature allows 401(k) participants to maintain their investment strategy

Different types of investments gain and lose value at different rates and at different times. This can cause your 401(k) investment allocation percentages to drift over time. The solution is to rebalance.

Maintaining your investment strategy in the long term
Rebalancing is a strategy of transferring money within your retirement account to bring your investment portfolio back in line with your initial investment allocations. It looks something like this:

AutoRebalance500

Make it automatic
The Symbria 401(k) plan, which is managed by Securian Retirement Services, makes it possible for you to rebalance your account automatically. Just enable the auto-rebalancing feature and your account balance will automatically reset on a regular basis:

  • Log in to your account at SecurianRetirementCenter.com
  • Select I want to...Change my investments
  • Under the Do it myself tab, select Turn on auto rebalancing and select a month, day, and frequency

For more information
If you have questions about using the Securian website, including viewing your account information or making fund changes, please contact Securian at (800) 233-2881 (the Symbria plan number is #64637). If you need help using ExponentHR to add, change, or stop 401(k) deferrals, please contact Benefits Specialist Lisa Grek at (630) 413-5831 or This email address is being protected from spambots. You need JavaScript enabled to view it..

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