Take Control of your retirement

We aim to provide a comprehensive participant portal that gives you as much control as possible over your 401(k), 403(b), 457, cash balance, or defined benefit plan— after all, a retirement plan should be a benefit, not a burden. Here's a brief list of what you're able to do from your portal:

• Change how much money comes out of your paycheck for deferrals & manage whether you're making pretax or Roth contributions
• Change your investments for future money
• Manage & realign your portfolio to keep the money you already have invested how you'd like it to be
• View the rate of return and performance information on your portfolio as a whole, as well as each investment available to you
• View and print all of your historical participant quarterly statements
• Designate beneficiaries to ensure your money stays where you want it in any circumstances
• Contact your plan administrator

There are a small handful of frequently requested features that we are unable to provide due to legal reasons. We are unable to offer distributions through the website as we require notarization for your protection, however we offer an on-demand distribution request form as a fillable PDF to make that process as easy as possible for you.