Help for individuals
Need help? You’re in the right place. We’ve got answers to your most common questions about retirement plans, investments, and insurance products.
Are you an employer?
Help by topic:
Online access to your personal account
How to register, log in, and manage your username and password
Insurance
How to file claims, check claim status, manage policies, and find dental providers
Retirement plans
How to create and manage your investment allocations
IRAs
Get answers to general questions you may have about IRAs or specific types of IRAs (like 51³Ô¹ÏºÚÁÏ® SimpleInvest, 51³Ô¹ÏºÚÁÏ Bank, or 51³Ô¹ÏºÚÁÏ Funds).
51³Ô¹ÏºÚÁÏ Bank
All about Safe Harbor and Plan Termination IRAs and how to get in touch
Tax questions
What you need to know about tax forms
Forms
What you need to submit claims, change beneficiaries, and more
Looking for rates and values?
See performance data for 51³Ô¹ÏºÚÁÏ Funds, as well as annuities and other life insurance products.
Don’t see the topic you need help with?
Send us an email or give us a call.
Retirement plan participants call 800-547-7754
Mutual fund clients call 800-222-5852
Everyone else call 800-986-3343
Assistance in Spanish call +1-800-243-1404
Assistance in Spanish online
Giving us a call? It’s a busy time of the year, so our wait times are a bit longer than normal. We appreciate your patience.