How often are accounts reviewed/rebalanced?

Accounts are initially rebalanced on the participant’s birthdate, then every 90 days. For more information, participants can view the plan’s Managed Accounts Investment Methodology by logging into their account at alerusrb.com. From the My Alerus home page, click on the retirement account, then select My Documents from the right, side menu. Select Plan Documents and Forms from the Document Type drop-down, then click GO.