To transfer dollars into your brokerage account from your retirement plan. Under "Change my Investments" select "Transfer Specific Amount". You can then select the amount of cash you want moved into your brokerage account. To transfer dollars from your brokerage account back into the retirement plan. You will initiate a transaction on the brokerage site to liquidate and move cash back into your retirement account. Once the dollars are available under the the retirement plan you may initiate a transfer. NOTE: Upon receipt of cash from the brokerage vendor, Alerus will invest the funds in the plan's default fund (typically a stable value fund) within your account prorata across sources. This money will remain invested in the default fund until you take action to transfer the funds.
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