How can I enroll in my employer's retirement plan?

You can enroll online, via mail, or depending on the service provider, over the phone.

  1. Online, you will need your personal information such as Name, Date of Birth, Social Security number, and your address.
  2. You can fill out the Enrollment Form and provide it to your plan administrator.

Some service providers can enroll you over the phone, but if not, they can guide you to enroll online or by form.

Please note: It is helpful to have your contract/plan number and/or enrollment code (if applicable). All of which you can get from your plan administrator.