
Welcome to the Investment Education Resource Center. This site was designed to both educate and assist you, the retirement plan participant, in making sound choices regarding retirement. Whether you find yourself at the beginning of your career or wrapping up your time in the workforce, each stage presents questions that demand answers. By employing tools such as financial calculators, investment articles, and on-demand tutorials this site invites the user to take an active role in designing their retirement future. Should you need help in crafting your retirement strategy we have Certified Financial Planners and Client Care Managers who are simply a call or a click away from lending you a hand. They can be reached at 1-888-673-5440, or by clicking on the "Chat Live" link in the right navigation menu.
We want to be your partner in planning for retirement. Please do not hesitate to use our resources and remember to come back often as we continue to add functionality to this site.
Managing Your Retirement Account We designed our website to be as easy and intuitive as possible. However, it is inevitable that questions will arise. With that in mind we have created a document that provides you with an overview of both our website and some of our operational deadlines. This guide describes the types of transactions that can be processed in your retirement account, how to obtain monthly statements, and how to request a loan or distribution. It is especially beneficial for new participants, as it also guides you through the enrollment process. |
Financial Calculators Have you ever wondered if you are saving enough money for retirement? Do you think about changing the amount of the contribution deferred to your retirement account and wonder how it would affect your take home pay? If you leave your company, what should you do with your retirement plan assets? All of these represent real-world questions that demand real-world answers. This section of the site has a number of calculators that will aid you in understanding the impact your choices will have on your financial future. |
Plan Quick Start Guide This is a two-page document that provides very basic information on how to log on to our website, request loans and distributions, and create the most widely used account transactions. |
Frequently Asked Questions This document is a brief overview of the most common types of transactions that participants enter on our website. It gives step-by-step directions on how to enter various transactions, as well as providing information on the context in which the particular transactions are typically used. |