INDIVIDUALS

WHAT WE OFFER

SERVICES

RESOURCES

FAQ

COMPLIANT, EFFICIENT ADMINISTRATION

Your employer offers you a retirement plan, and we make sure it runs smoothly and follows all federal regulations. 

TRULY UNBIASED CONSULTING

Our revenue isn’t based on asset size or investment returns, so any advice we give your employer is completely objective.

HELP MANAGING YOUR PLAN

We offer services and resources directly to you so you’re never left in the dark.

PLAN
ADMINISTRATION

From recordkeeping to monitoring contributions, we help your employer manage your retirement plan…

STATEMENTS

Whether you want a printed statement mailed to you or one you can access online, we’ll give you a detailed summary of your account.

PHONE & ONLINE
ACCESS

You can call 888.454.0334 to get balance information, request and confirm transfers and much more…

LOAN
REQUESTS

If you decide to borrow from your plan, we’ll help you through the entire process—from applying to getting…

QUALIFIED DOMESTIC
RELATIONS ORDER (QDRO)

If you’re going through a divorce, we can help you prepare your QDRO…

LOG IN
TO YOUR ACCOUNT 

If you have a balance in your plan, you probably already have an online account…

FORMS

Log in to access all the forms you need to manage your plan, including…

PARTNER
WEBSITES

Our unbundled, open architecture format allows us to work with the companies you choose…

GOVERNMENT &
FOUNDATION LINKS

CHOOSE TO SAVE
This site has many tools, including the ballpark estimate tool…

NATIONAL
RETIREMENT SECURITY WEEK

This national effort to raise public awareness about the importance of saving for retirement, is a great opportunity to take another look at how you can reach your retirement goals…

SPOUSAL CONSENT
TO DISTRIBUTION

This form is required if your spouse’s account balance is greater than $5,000 and s/he is not electing to receive the distribution in the form of a Qualified Joint & Survivor Annuity (QJSA).

PLANNING TOOLS

Want advice on how much you should contribute to your plan or what type of contribution is right for you?

QUESTIONS?