Get to Know Your Plan

From enrollment information to account access and plan details, find everything you need to know about your company’s retirement plan in one place.

Access Your Account
  • Name of Recordkeeper
  • How to Contact by Phone
  • How to Access Account Online
Enrollment Information
  • Instructions regarding Enrollment
  • Link to Enrollment Kit
  • Link or Posting of Enrollment Video
Plan Details
  • Brief Description of Plan Details
  • Link to Summary Plan Description
Plan Distributions
  • Instructions regarding Plan Distributions
  • Sample Video: Finish Strong – Making Smart Plan Distribution Decisions
Get Advice
  • Connect with a Money Advisor to Schedule Anywhere MoneyAdvice
  • Link to Schedule a Remote Meeting
  • Additional Contact Information