Wherever you want to be, we can help you get there.
Everyone deserves to feel financially secure. We are committed to delivering the expert support you expect, personalized technology, and new ways to save. You’ll continue to enjoy the high-quality customer service and award-winning web experiences you have today—with ongoing enhancements to come. Wherever you want to be, we’ll help you get there.
We're making it easy
Your service team will still be available to assist you at the same phone number you use today:
866-325-1278.
You'll be provided a new website address for your account closer to migration, but your current username and password will remain the same, even after your account has moved.
You'll see subtle design enhancements to the website over time.
Come back to this webpage as we get closer to April for more FAQs and a detailed timeline.
IMPORTANT DATES
April 21
This is the last day to request a distribution or loan (if applicable) from your account until after the migration is complete. Requests must be made before 4:00 p.m. ET.
April 22
This is the last day to request changes to your contribution investment elections or deferral rate. Requests must be made before 4:00 p.m. ET.
If you currently have a fractional percentage or dollar amount for your deferral or investment elections, please log in to your employee website and update your elections to a whole percentage or dollar amount no later than 1:00 p.m. ET, April 22, 2025. Otherwise, elections will be updated on your behalf. Learn more here.
April 23
This is the last day to request transactions, including exchanges, until after the migration is complete. Requests must be made before 4:00 p.m. ET. Access to your online retirement account will also be paused as we begin the migration.
April 25
We’re working to ensure the move is smooth and easy.
APRIL 25-27
Your assets will remain invested in the market during this period, but you’ll be temporarily unable to make changes to your account.
Your investments, deferral amount, investment elections, and any loan arrangement (if applicable) will remain the same—unless you have fractional percentages or dollar amounts for your deferral or investment elections. Learn more here.
WEEK OF APRIL 28
We’ll share more details about how to access your account as we get closer to your plan migration date.
Financial guidance—your way
A well-rounded financial strategy includes saving for retirement—as well as managing debt, establishing an emergency fund, and budgeting for life events such as a new baby, college tuition, or buying a house. Financial Wellness from Financial Finesse, an award-winning program, gives you 100% confidential and unbiased guidance to help you build confidence in all aspects of your finances. When your plan moves to Ascensus, you’ll get:
- Virtual financial coaching backed by research and Certified Financial Planner (CFP®) expertise
- A personalized action plan and helpful tools to stay on track
- Educational resources covering a range of financial topics and diverse perspectives
Here's what you need to know
On April 25, 2025, your company's retirement plan and your retirement account will move a new recordkeeping platform. We look forward to supporting you as you continue to save for retirement.
Many of the experiences and features you value today will remain the same. For instance:
- The username and password that you use to log into your account today will still work after your account moves.
Your account information will transfer beginning on April 25, 2025. Your personal data will always be safe and secure. Once your retirement plan account has moved, we recommend you bookmark the new employee website address so you can easily access your account. As a reminder, the website username and password that you use today will still work.
On the new recordkeeping platform, all deferral and investment elections must be in whole percentages. If you currently have a fractional percentage or dollar amount for your deferral or investment elections, please log in to your employee website and update your elections to a whole percentage or dollar amount no later than 1:00 p.m. ET, April 22, 2025. Otherwise, elections will be updated on your behalf. Learn more here.
Yes. In April, as we prepare to securely move your account to the new platform, there will be a short period of time during which you cannot request transactions. A timeline with full details will be shared well ahead of your plan’s move.