The fund transfer screen on the Account Access website indicates that I can specify the source that I want to transfer from one fund to another, but the only source listed is “Contributory.” How do I transfer my Roth money without transferring pre-tax?

If your account contains rollover assets from a previous employer’s retirement plan, the assets you rolled-in to the plan will be tracked separately from your regular contributions, and the fund transfer screen will allow you to transfer assets from the “Contributory” source or the “Rollover” source. However, both pre-tax and Roth contributions fall under the “Contributory” source, and any transfer of contributory source assets will include a porportionate amount of pre-tax and Roth assets.