Congratulations on your decision to enroll!


Now, let’s continue to the final step of establishing your retirement plan account.  As a first time user, you will need to complete the following steps when you login.  We suggest that you print this page to keep as a reference as you complete the process.

Step 1:  LOGIN
                
The login screen will prompt you to enter your account number and a password.  Please note, the first time you enter the site, your password will be the last four digits of your social security number.  After you have accessed the system, you will be able to change your password to one that is familiar to you.

Step 2:  Click the “Enroll Now!” button in the menu on the left side of the page.

Step 3: Verify/enter your contact information.  Make sure that your address, phone number and e-mail address are entered correctly then click “Continue.”

Step 4: Click “Continue” to skip the Deferral Amounts page because your employer already has this information.

Step 5: Make your Investment selection.   Click the blue “+” button on the bottom of the page to start the process.

Most plans offer you the choice of selecting from a list of predetermined models or you can create your own portfolio of individual mutual funds.  The list of pre-set models will appear on the first screen you see.  To create your own portfolio, click the word “Investments” to see all of the mutual funds available in your plan.  Click the “+” sign to select the investment.  Note that you must select either a single model or create your own portfolio.  You can not select both a model and individual funds.

Once you made your investment selection, enter the percentage for each investment from 1% to 100% in whole increments.  Your investment elections must total 100%.  Click “Continue.”

Step 6:  Verify your Beneficiaries.  If changes need to be made, print the Beneficiary Change Request Form from the Library section of the site and follow the instructions on the form.

After these simple steps are completed, the enrollment process is finished.   So, let’s get started.  Enter your account number and password below.



Account Number:
 

Password:
 

•Sign In

If your plan requires signed enrollment and beneficiary designation forms click here.