Forms 4

• 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?

Status 2

• What is the status of my distribution request?
• Can you expedite my distribution request?

Provisions 3

• 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?

Tax Rules 2

• 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?

Forms 3

• 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?

Limits 1

• How much is available to me for a loan withdrawal?

Status 6

• 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?

See all 6 articles

Payoff 3

• Can I pay off my loan?
• Can I make a larger payment for my loan?
• Sending personal deposits to your Retirement Plan

Login 4

• 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?

Statement 3

• Where can I find my account statements?
• Why is there no rate of return on my statement?
• How do I download a statement?

Rate of Return 3

• 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?

Personal Profile 2

• How can I update my beneficiary designations?
• How can I update my name, address, phone, or email address?

Vesting 1

• What is a vesting schedule? Why am I not fully vested?

Transaction History 1

• Why can't I see my prior-year Employer contribution in my account?

Fees 1

• Why am I being charged fees?

Pending Balance 1

• Why is there a pending balance in my account?

Contributions 8

• 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?

See all 8 articles

Enrollment 2

• Can you enroll me in the Plan if I submit a Salary Deferral Form?
• How do I enroll in the Plan?

Eligibility & Entry 4

• 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?

Rollover Acceptance 1

• How can I rollover existing retirement assets into my current account?

Elections & Transfers 0

Advisor 2

• I have an investment-related question. Who can I talk to?
• I need help picking my investments. Who can I talk to?

Default Investment 1

• What is a Qualified Default Investment Alternative (QDIA)?

Returns & Earnings 1

• Why are my account earnings/returns low?

Investment Allocations 2

• Can I call or email you my investment allocation changes?
• How can I change my investment allocations? Any fees for this?

FSA 9

• 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?

See all 9 articles

Payroll 1

• How do I Upload/Process my Payroll File?

Compliance Testing 5

• Mid-year (Projected) 401(k) Testing
• What is a QNEC?
• What is the definition of a safe-harbor match (SHM)?
• How are Discrimination Test (ADP/ACP) refunds calculated?
• Who is Considered an "Owner"?

Plan Compliance - Other 3

• How are outstanding loans treated for terminated employees?
• What is this IRS approval for extension letter (Form 216F) I just received?
• Is an ERISA Fidelity Bond the same thing as Fiduciary Liability Insurance?