A benefit of your plan is you are automatically enrolled; you won’t need to go through a bunch of steps and screens to start the process. Of course, no action will be taken by us until you say it’s time.
When you are ready to start contributing, here’s all you have to do:
- Set up your online account. You’ll need your account number, which you can get from your welcome letter or by calling us at 1-866-242-5048
- Log in
- Enter your contribution amount. You can get to the Change Contribution page from the drop-down menu
There are IRS limits to the standard and catch-up deferrals you can make to your plan.
How much should I save from each check?
It comes down to "as much as you can." What you can afford.
What should you invest in?
Stocks, mutual funds, bonds & more – there are so many options. So much to understand.
How do you want to handle making investment decisions?
Option 1: Do it myself
Make some of the decisions yourself after you get some help from My Investment Planner. It shows you some options that might fit your investing style and tolerance for risk.
Option 2: Help me do it
Select a Target Date Fund that aligns with the year closest to when you think you will start taking distributions.
Enrolling & investing videos
Already enrolled in a plan but don't yet have an online account?