PERAPlus 401(k) Plan

Transferring Money Among the Funds

You may move money between investment options any time by logging on through PERA's website:
  • Click "Back to Login"
  • Enter your User ID and password then click on PERAPlus 401(k) Account Access”
You may also select "Fund to Transfer" in the "Manage Investments" area (for transfers into and out of specific funds) or by calling 1-800-759-7372 and selecting the PERAPlus option.

Transfers must be made in 1 percent increments, and you cannot transfer money from one investment option to another and back to the original option in the same day.

Transfers to a self-directed brokerage account must be at least $1,000 and you must keep at least $500 invested in the PERAdvantage funds.

You may wish to use another transfer method that allows you to move money across all investment options. Using the Investments & Research section "Reallocate Balances" option in the "Manage Investments" area, you may change the way your current balance is invested across all funds. The "Reallocate Balances" transfer transaction must be in increments of 1 percent or more.

Transactions completed before 2:00 p.m. (Mountain time) will be processed the same business day. Transactions completed after 2:00 p.m. (Mountain time) will be processed the next business day. You may cancel a transaction if you do so before 2:00 p.m. (Mountain time) on the same day the transaction is scheduled.