This page will direct you to the Morningstar ClearFuture web site. The ClearFuture site offers pre-loaded information including plan investment options, name, date of birth, salary, and balance for your retirement accounts and loans. After reviewing the recommended portfolio you can immediately implement a new retirement plan investment strategy through a link from Morningstar ClearFuture back to the plan administrator's web site.
Implementation of a new plan investment strategy through Morningstar ClearFuture will always involve both a conform to target and an investment election change. It is possible for the conform to target portion of the request to fail due to restrictions while the investment election change may process successfully. Morningstar ClearFuture will consider a request to be incomplete if either part of the request fails to process. However, if the election change states that it has processed successfully, the request will be processed by the plan administrator regardless of the status of the plan investment strategy on the Morningstar ClearFuture web site. Requests processed through Morningstar ClearFuture will automatically route to the plan administrator web site for processing.
"Your request has been processed." - This indicates that you have successfully entered in instructions for the modification to your account. A processed request, as far as the web is concerned, is one which has been accepted into the database. This request has not yet been processed by the plan administrator. This does not mean the request will be approved or that it will pass through the system without error.