1. New York Life Retirement Plan Services is a division of New York Life Investment Management LLC.
NYLIM-29848
05/2013
AS THE MARKET CHANGES,
KEEP YOUR INVESTMENT MIX
ON TRACK — AUTOMATICALLY.
The Automatic Rebalancing program will adjust the percentages of the
assets in your portfolio back to your original allocations. Here’s how:
• When you enroll in the Automatic Rebalancing program, your existing account
balances, and future deposits, will be allocated to the plan’s investments
according to the percentages you originally chose.
• You can decide to have your portfolio rebalanced every three, six or twelve
months and you will automatically receive notifications each time it happens.
The program is FREE and you can cancel at any time!
Participation in the Automatic Rebalancing program does not guarantee a profit
or protect against a loss.
Signing up for the Automatic Rebalancing program is easy.
Log on to mylife.newyorklife.com. Go to “My Investments”, select “Investment
Election Change” from the “View/Change My Investments” drop down menu and
click on the “Enroll in the Automatic Rebalance program” link to get started.
Or call 800.294.3575 to speak with a Participant Service Center representative.
For your protection, all calls to a representative are recorded.
A stress-free solution
to rebalancing.
[AutoRebalancing_Poster_FINAL(v2).pdf] [Page 1 of 1]
1
Poughkeepsie Journal, “Junk Mail Impacts Carbon Levels,” May 30, 2015.
Adding your personal email address will not change how your statement is currently delivered.
Email addresses are used solely for participant communication purposes. John Hancock does
will not sell or share this information.
The content of this document is for general information only and is believed to be accurate and
reliable as of posting date but may be subject to change.John Hancock does not provide investment,
tax,or legal advice.
Please consult your own independent advisor as to any investment,tax,or legal statements made herein.
a stress-free solution
to rebalancing
As the market changes, keep your investment mix
on track—automatically.
The Automatic Rebalancing program will adjust
the percentages of the assets in your portfolio
back to your original allocations. Here’s how:
• When you enroll in the Automatic Rebalancing
program, your existing account balances, and future
deposits, will be allocated to the plan’s investments
according to the percentages you originally chose.
• You can decide to have your portfolio rebalanced
every three, six or twelve months and you will auto-
matically receive notifications each time it happens
The program is FREE and you can cancel at
any time!
Participation in the Automatic Rebalancing program
does not guarantee a profit or protect against a loss.
Signing up for the Automatic Rebalancing
program is easy.
Log on to mylife.newyorklife.com. Go to ‘My Investments,”
select “Investment Election Change” from the “View/
Change My Investments” drop down menu and click on
the “Enroll in the Automatic Rebalance program” link to get
started. Or call 800.294.3575 to speak with a Participant
Service Center representative. For your protection, all
calls to a representative are recorded.
BY PHONE
800.294.3575
Representatives are available from 8 a.m. to 10 p.m.
Eastern time on New York Stock Exchange business
days. For your protection, all calls to representatives
are recorded.
ONLINE
mylife.jhrps.com/profile
Log in and follow the simple steps to add
and confirm your personal email address.
add your personal email
address today!
John Hancock Retirement Plan Services,LLC is also referred to as“John Hancock”.
John Hancock Retirement Plan Services,LLC offers service programs for retirement plans through which a sponsor or administrator of a plan may invest in mutual funds,ETFs,guaranteed products,and collective
investment trusts on behalf of plan participants.John HancockTrust Company,LLC provides trust and custodial services to such plans.For the OnTarget service,investment advisory services may be provided by
either NewYork Life Investment Management LLC,or John Hancock Personal Financial Services LLC,as set out in the FormADV Part 2 available to sponsors and participants on mylife.jhrps.com.For Morningstar
Retirement Manager,investment advisory services are provided by MorningstarAssociates,LLC.Plan administrative services may be provided by John Hancock Retirement Plan Services,LLC or a plan consultant
selected by the Plan.John Hancock Distributors,LLC,member FINRA/SIPC.
NOT FDIC INSURED | MAY LOSEVALUE | NOT BANK GUARANTEED | NOT INSURED BYANY GOVERNMENTAGENCY
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