Compliance Questionnaire Help Guide
Fidelity Bonds for Your Retirement Plan
Fixing Common Plan Mistakes
What if I own multiple companies?
Changing Bank Accounts
Funding Contributions from Multiple Bank Accounts
What if my payroll provider doesn't transmit my data to ERISA for me?
Which payroll providers does ERISA support?
Getting Started as a Plan Administrator
Plan Setup Guide for New Defined Contribution Plans
Portal User Guide
Terminating a Plan
Who do I contact for support?
Divorce and Retirement Accounts - Qualified Domestic Relations Order (QDRO)
How do I request my distribution?
Required Minimum Distribution (RMD)
How do I know how much is available for a loan?
How to Make Extra Payments on Your Retirement Plan Loan
How to Pay Off Your Retirement Plan Loan
How to Request a Loan
How to Take a Loan from Your Retirement Account
Loan Repayment Requirements
Managing Your Account
Adding a Beneficiary
How do I roll money from another retirement account into my retirement account with ERISA?
Understanding Your Plan's Expenses
Saving for Retirement
Updated by Chandler Julian
You can view the investment performance information for any investment in your plan's investment menu by navigating to the "Investment Research" page in your online account. This page can be found by under the "Investment Tools" menu section - Investment Tools >> Investment Research.
Once you're there, you will see a list of all the investment options that are available in your plan along with their return and expense information. There will also be links to the prospectus information and Morningstar page (if available).
If your plan offers investment allocation portfolios or model portfolios through your plan's investment advisor, they may add their own informational reports for their models in your account as well. These reports can be access via the Model Portfolio Details menu link. This link can be accessed under the "Investment Tools" menu section - Investment Tools >> Model Portfolio Details.