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CBS

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  1. Our plan at Empower offers three options to move money currently invested: (1) Transfer existing investments (move money from selected investments to other investments) aka "Direct Transfers", (2) Reallocate your holdings (change holdings percentages for your investments aka "Update Holdings", (3) Rebalance to current investment allocations (adjust your holdings to match your investment allocations) aka "Rebalance Account". Then, there is an investment allocation choice for new money which may or may not match what you requested when you transferred your existing investments.
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