You can manage your account and manage your paperwork online.


Log in to your account and quickly:

  • get current and past statements
  • change investment options
  • use advanced investment guidance tools
  • download history into Money® and Quicken®

To set up online access, click here.


You can also stop in to see your local Retirement Specialists to pick up forms.

Patty Lundberg 707-565-3566 
585 Fiscal Dr Rm 100F 
Santa Rosa, CA 95403

Karen Davis 707-565-3221
575 Administration Dr., Ste. 117A
Santa Rosa CA 95043

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