Important Note:
We will be performing system maintenance this weekend Dec 6-7. The maintenance window is scheduled for 6:00 AM CST Sat - 6:00 PM CST Sun.During this time access will not be available. We apologize for any inconvenience that this may cause.
To help ensure accurate year-end processing, distribution requests should be submitted by December 19, 2025. Requests submitted after this date will continue to be accepted, but due to year-end processing deadlines, we cannot guarantee that they will be completed in time to be reflected on a 2025 Form 1099-R. Any requests processed after December 31 will be reported on the 2026 Form 1099-R.
After you initially access your account on this user site, you can view your account on an ongoing basis with the My Plan Admin app.To download the app, please follow the instructions here. If you have an account in a previous employer’s retirement plan and/or if you have a Traditional/Pre-Tax IRA, you can “roll over” those amounts into your account in this plan. To complete a rollover into your plan account, please follow the instructions here. If you are an existing user on this site, click here to view an FAQ that is intended to provide you with guidance as you navigate the user website to manage your account. It is recommended that you have this FAQ accessible as you navigate the site.
