Update your beneficiaries
Periodically checking your beneficiaries are up-to-date will help ensure an smooth transfer of assets when the time comes. To update them, follow the steps below: Login to erisa.net/participant. Click MY PROFILE in the top
Knowledge Base
Browse our articles to help with your retirement account.
Send money into your plan
There are a couple reasons you can send money into your retirement plan with us. Rolling over prior retirement account(s) into this one. Making early loan payments. Unless making payments on a
Create your online account
Navigate to erisa.net in your internet browser, or get our app. Click on Employees. Click Register to access your account, or tap Register if you’re using the app. Follow the registration prompts to confirm your identity. Be
Request a loan
Loans allow participants in a retirement plan the ability to use part of their balance early, without paying taxes or penalties. Payments are made back to your account over a period not
Update your contributions
A feature of an employer-sponsored retirement plan is the ability to contribute a portion of your paycheck directly towards your retirement goals. Getting to the change paycheck contributions screen: Login to your
Create a statement for a custom date range
On-Demand Statements are a helpful tool if you are trying to get a snapshot of your account balance & details across a certain time period, not covered by the quarterly statements. Quarterly
Update your investment elections
To update your elections: Login to your account at erisa.net/participant. Hover over Manage in the top navigation bar. Click Contributions. Click Investment Elections. In the table, input your desired percentage into the New Election column. Repeat
Request a withdrawal
When can I withdraw my funds?
Check your plan offerings to see if other types of withdrawals are available to you. Summary Plan Description (SPD) and Plan Highlights can be found