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Frequently Asked Questions

Registering for online access

How do I register for online access?

To register, select the First Time User link to get started. You will be guided through a short series of questions.

By registering for online access, you can manage your employer-sponsored retirement plan anytime. You can also find out if you are on track to meet your retirement savings goals, view your balance, and make changes to your contributions and investments (if your plan offers these changes online). You can also take advantage of a variety of retirement planning tools, such as calculators and online seminars.

What is the difference between registering and enrolling?

Registration is the process you complete to access and manage your retirement plan account online.

Enrollment is the process of signing up to participate in your employer-sponsored retirement plan. After you register your account for online access, if you are not already enrolled in your employer-sponsored retirement plan, you can follow the enrollment steps on the website to join the plan.

Enrolling in your employer-sponsored retirement plan

When can I enroll in my employer-sponsored retirement plan?

Your employer determines when you are eligible to start saving in your retirement plan. After becoming eligible, you can enroll at any time. To determine if you are eligible to enroll, review the enrollment materials you were provided or contact your employer’s benefits representative.

How can I enroll in my employer-sponsored retirement plan?

Sign on to your account and then follow the enrollment steps on the website to start saving. If you are not already registered, you must first register for online access. See How do I register for online access?

I don't have the enrollment materials originally provided to me. What should I do?

If your plan offers you the option to enroll online, sign on to your retirement plan account and select the Enroll tab. If this is your first time accessing your account online, select First Time User on the homepage to register for online access. For additional information about your plan, contact your employer's benefits representative.

Managing your retirement plan account

How do I change the amount I'm contributing to my retirement plan account?

If your plan offers you the option to make changes online, you can change the amount you are contributing to your employer-sponsored retirement plan. Simply sign on to your retirement plan account, select the Actions & Investments tab, then My Contributions.

How do I change my retirement plan account investments?

If your plan offers you the option to make changes online, sign on to your retirement plan account. Select the Actions & Investments tab, and then Manage My Investments.

How do I learn more about the investments offered in my employer-sponsored retirement plan?

To find additional information about the investments offered in your employer-sponsored retirement plan, sign on to your retirement plan account, select the Actions & Investments tab, then select Research Investments. On the Research Investments page you can view:

  • Investments available in your plan
  • Investment performance
  • Prospectuses and fact sheets

Take our Risk Tolerance Quiz to help you determine your investor style.

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