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Terms and Conditions

  • You can only access the Retirement Plan service with a browser that uses 128-bit encryption
  • You must have a valid User ID and Password to log in
  • If no action is taken after 20 minutes, you will be automatically logged off the service
  • Never leave your computer unattended while using the Retirement Plan service
  • Never leave your account information displayed where it may be viewed by others
  • Always exit the system by clicking on Log Off in the menu
  • Notify Client Services at 1-866-633-4015 immediately if you suspect unauthorized access to the Retirement Plan service
  • Not disclose your User ID and Password or otherwise make it available to anyone else.
  • Be liable for your User ID and Password and for its authorized and unauthorized use as described in this Agreement.
  • Notify Client Services at 1-866-633-4015 immediately of any loss or theft of your User ID and Password.
  • View balance information – current balance by fund and source
  • View transaction history detailing receipt of contributions and purchase dates as well as asset transfers
  • View account information by fund and money source, including employee, employer and rollover contributions
  • View and change allocations for future contributions
  • Initiate fund-to-fund transfers
  • Request a loan

Governing Law

 

 

 


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