Managing Your Account
Adding a Beneficiary
You will have the option of adding a beneficiary to your 401(k) account either when you enroll in your company's plan or any time after. A beneficiary is someone you have selected to inherit your 401…
How do I roll money from another retirement account into my retirement account with ERISA?
To roll money from another retirement account into your retirement account with ERISA, you should first check to make sure your retirement account is one that your company's retirement plan can accep…
Retirement Plan Security Enhancements
Two-Factor Authentication. Two-factor authentication is now available for your retirement plan online account. Two-step verification is a second login step that helps to verify your identity when acc…
Understanding Your Plan's Expenses
Retirement plans usually have three major expenses associated with them... Plan Administrative Expenses. This may include plan services like recordkeeping, custodial services to safeguard the plan's…
