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How can I change the amount that I contribute to my retirement plan each paycheck?

Most retirement plans allow you to change your contribution amount at any time through the plan’s service provider (also known as the Recordkeeper).

You can update your contribution amount in one of the following ways:

  • Online:
    Log in to your retirement plan account on the Recordkeeper’s website. The option to change your contribution is often labeled “Contributions” or “Savings Rate.”
  • By phone:
    Call the Recordkeeper’s participant services line for assistance with updating your contribution amount.

Employer or HR involvement
Some retirement plans require changes to be made through your employer rather than directly through the Recordkeeper. If this applies to your plan, contact your HR Department or Plan Administrator for guidance on how to update your contribution.

If you’re unsure where to make the change or need help deciding how much to contribute,  contact us at (888) 736-4015 or schedule a meeting