City of Milwaukee 457 Deferred Compensation Plan

Automatic Account Rebalancing

As a City of Milwaukee Deferred Compensation Plan participant, you can choose to have your account automatically rebalanced quarterly, semi-annually or annually. Rebalancing can help you manage risk by maintaining the percentage of stocks, bonds and short-term investments you elected based on your retirement goals. Using this feature will also allow you to keep your investment strategy on track.

You may automatically rebalance your account by going to the Manage Investments section of this website and choosing "Automatic Account Rebalancing" or by calling the Information Line at 844-360-MDCP (844-360-6327) and use the automated telephone system. After entering your Social Security number and password, select "Transfers", then "Rebalance Your Account".