Saving, Planning and Investing...
The online Participant Gateway gives you
powerful access to manage their 403(b)
retirement account including:
- Research investments options
- Direct investment elections
- Print reports and forms
- Access planning tools
- View account activity
- Request loans and distributions
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Home Module - Home Page
The Home page of your account provides an overview of total account value, contributions and investment allocation.
The QuickLinks feature allows quick and easy access to all functions and information regarding your account.
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Home Module - Allocations & Performance
Review your investment options with links to Morningstar fact sheets and prospectuses.
View your investment balances by fund, shares, value and allocation percent.
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Home Module - Investments & Balances
Target Investment Allocation versus your Actual Investment Allocation to gauge rebalancing your investments.
Track your Personal Rate of Return for the investments of your portfolio
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My Info Module
The MY INFO section allows you to:
- View/Update your Contact Information.
- Change your Password.
- View Beneficiary Information.
- Set your Auto Rebalance Preferences.
- Set your Authorized Agent Preferences.
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Investments Module
The INVESTMENT section allows you to:
- View/Update investment elections
- Transfer investments
- Realign your investment allocations
- Rebalance your investments
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Services Module
The SERVICES section allows you to:
- Contact the Help Desk.
- Request a Loan (if allowable)
- Request a Distribution
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Reports Module
The REPORTS section allows you to:
- Generate Account Statements
- View detailed Account History
- Access the Document Library
Easily generate an account statement with variable date ranges on
demand. In addition, you will automatically receive a quarterly statement
to your home address. |
Education Module
The EDUCATION section contains:
- Articles on the fundamentals of investing
- eLearning courses for retirement planning
- Guides to understanding 403(b) plans
- Market and Fund research (quotes/charts)
- Suite of interactive calculators
- Frequently asked questions
- Glossary of terms
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