Participants
Detailed instructions on how to use the website—click here
This online Participant Gateway gives you access to:
- Manage your account
- Research investment options
- Direct investment elections
- Print reports and forms
- Access planning tools
- View account activity
- Request loans and distributions
- Generate an account statement with a range of dates
You Have Choices With Your Plan
- Choose from a few NO COMMISSION model portfolios to fit your financial goals
— View Model Portfolios - Pick NO COMMISSION products on your own
— View Selected Funds - You can work with an advisor of your choice
OR
- If you need assistance with the platform of choices
— Contact Us
— View Prospectus
OR
OR
— View All Funds
Here is a Small Sample of Your Fund Choices:
If you do not see a fund or fund family that you would like to use, please Contact Us and we will see if it is available. We currently have access to 26,000 mutual funds.