Market Timing Notice

We have recently updated our website with the most current market timing policies. If you are concerned about market timing policies being applied to your transfer go to Investment Profiles under Account Info on the left hand side menu. If a fund has a market timing policy click on DETAILS in the Fees/Trading Rules column to see the rules that are being applied or you can refer to the online prospectus available under Retirement Plan Portal - Fund Information, from the left hand side menu.

Submit transaction requests to move balances and change investment elections from the same screen.

New feature allows you to change investment elections and conform your account balance to the new percentages at the same time. On the Investment Elections page you can change your investment elections and conform your account balance to those new elections by checking the box at the bottom of the page that reads Conform my balance to match my new allocation %. On the Conform Balances page you can request a conform balance transaction and update your investment elections at the same time by checking the box at the bottom of the page that reads Update my election percentages to match my target %.

Redemption Fee Information

We have recently updated our website with the most current redemption fee policies. If you are concerned about redemption fees being applied to your transfer go to Investment Profiles under Account Info on the left hand side menu. If a fund has redemption fees click on DETAILS in the Fees/Trading Rules column to see the rules that are being applied or you can refer to the online prospectus available under Retirement Plan Portal - Fund Information, from the left hand side menu in your account.

NEW! Spanish Web

Users may now choose English or Spanish as a language option.

Los usuarios pueden elegir ahora el inglès o el español como una opciòn de lengua.

Prospectus & Fact Sheets

Please find on the menu at the left, once you login. This feature contains the current SEC filing for each fund and the fund's performance fact sheet. Please review before investing.

Quarterly Newsletter Now available!

Don't miss the first edition of "Your Retirement Matters." We are pleased to provide this additional information to help you plan for your retirement and hope you will find this quarterly newsletter entertaining and informative. To view, simply click on the "Retirement Newsletter" menu item to the left, after logging into your account.

NEW FEATURE: Transaction History Export

We have enabled a new feature for the site that allows you to download your account data to a text file, from Transaction History. You will find the download button at the bottom of the transaction list. This is in a comma delimited format for opening with or for import into other financial software programs.

Website Maintenance Schedule

Standard times are Wednesday, Saturday and Sunday nights.