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…

Chandler Julian
Updated 3 months ago by Chandler Julian

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…

Chandler Julian
Updated 3 months ago by Chandler Julian

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…

Chandler Julian
Updated 3 months ago by Chandler Julian

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