This article will give you an overview of the main pages within your saver portal.
Retirement Overview
The "Retirement Overview" page gives you quick stats on your plan by showing you how much you've saved so far. It also allows you to:
- Adjust your savings rate
- Change your investment strategy
- Begin the rollover process
Set Your Savings
From the "Set Your Savings" page, you can designate the amount you want to save towards retirement. Just choose a percentage (or a dollar amount, if your plan allows it) that will be deducted each pay period, and you'll be on your way to saving for your golden years!
Account Details
The "Balance" tab on the "Account Details" page provides an overview of your current contribution balance, including rollover funds, employer contributions, and outstanding loan amounts.
You can also quickly access statements from this page.
The "Transactions" tab allows you to view completed transactions. You may also filter transactions by date and type, as well as view their current status.
From the "Loans" tab, you can view available loans and outstanding loan balances, request a new loan, pay off existing loans, and review your loan payment schedule.
Investments
The "Holdings" tab on the "Investments" page displays how your portfolio is divided between investment funds.
The "Account Growth" tab on the "Investments" page enables a chart view of your account's growth, considering cash flow from deposits and withdrawals.
Documents
From the "Documents" page, you can view all documents related to your plan, such as annual notices and required documentation.
- Personal: This tab will display all of your personal plan documents separated by quarter.
- Plan: This tab provides documents regarding your current plan features and fees, as well as notices related to investments and funds.
- Investment Comparison Chart: This tab features information about investment options available under your retirement plan, including applicable fees and expenses.
Profile
If you are actively employed, you may use the "Profile" page to update your personal email, phone number, and marital status. If you would like to make changes to your name, date of birth, and address, you must contact your employer.
If you are no longer employed, you may use the "Profile" page to update your personal email, phone number, marital status, and address. If you would like to make changes to your name or date of birth, you must contact us directly and one of our representatives will assist you.
Note: You cannot request a withdrawal or loan for 7 days after making changes to your email address.
Login & Security
To access the "Login & Security" page, select the shield in the top right-hand corner of your screen.
From this page, you can reset your password or modify your two-factor authentication settings.