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I am no longer with my Employer. What are my options?
Where can I get a distribution form?
How long does it take to get a distribution? What is the process?
Can I take a distribution due to Coronavirus/ COVID-19?
What is the status of my distribution request?
Can you expedite my distribution request?
Do I need to take a Required Minimum Distribution (RMD) this year?
Can I take money out of my retirement account at any time?
Can I take a partial distribution if I am no longer employed?
Can I rollover my pre-tax and Roth dollars into one IRA?
Can rollover a portion to an IRA and distribute the rest to myself?
Where can I get a loan withdrawal form?
How long does it take to get a loan withdrawal? What is the process?
Can I take a loan due to Coronavirus/ COVID-19?
How much is available to me for a loan withdrawal?
What is the status of my loan withdrawal request?
Can you expedite my loan withdrawal request?
Can I suspend my loan payments due to COVID-19?
I am going on a leave of absence. What happens to my loan?
I am no longer with my Employer. What happens to my loan?
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Can I pay off my loan?
Can I make a larger payment for my loan?
Website & Account Info
I cannot log in. What is my username and/or password?
My password recovery email never came.
How can I reset my username and/or password?
Where in my account can I change my username and/or password?
Where can I find my account statements?
Why is there no rate of return on my statement?
Rate of Return
Where can I find the rate of return for my account?
How is the rate of return calculated for my account?
Why is the rate of return missing from some statements but not others?
How can I update my beneficiary designations?
How can I update my name, address, phone, or email address?
What is a vesting schedule? Why am I not fully vested?
Why can't I see my prior-year Employer contribution in my account?
Why am I being charged fees?
Why is there a pending balance in my account?
How much can I contribute each year?
How often can I change my deferral elections, and how?
What are Roth contributions?
What is the Employer Match formula in my Plan?
What is a Safe Harbor Non-Elective contribution? How is it calculated?
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Can you enroll me in the Plan if I submit a Salary Deferral Form?
How do I enroll in the Plan?
Eligibility & Entry
What are my Plan's Eligibility and Entry provisions?
I missed open enrollment. Do I need to wait a full eligibility cycle?
I was rehired. Do I need to wait a full eligibility cycle to rejoin the Plan?
My hours were reduced to part-time. Am I still eligible for the Plan?
How can I rollover existing retirement assets into my current account?
Elections & Transfers
I have an investment-related question. Who can I talk to?
I need help picking my investments. Who can I talk to?
What is a Qualified Default Investment Alternative (QDIA)?
Returns & Earnings
Why are my account earnings/returns low?
Can I call or email you my investment allocation changes?
How can I change my investment allocations? Any fees for this?
How do I access my FSA account?
How do I file and submit my FSA claims?
I am locked out of my FSA account, how can I regain access to it?
Why have I not received my reimbursement check?
From what date can I begin claiming FSA expenses?
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