51³Ô¹ÏºÚÁÏ

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Help with retirement plans

Help with retirement plans

 

How to create and manage your investment allocations

What investment options are available for my 51³Ô¹ÏºÚÁÏ employer-sponsored retirement plan?

Investment options vary from plan to plan.  to explore the options available for your employer-sponsored retirement plan.
How do I change my investment allocation?

You can review and update the investment allocation for your employer-sponsored retirement plan online at any time.  to see your current investment allocation and decide if you need to reallocate your assets.
How do I change how much I'm contributing to my employer's retirement plan?

Understanding where you are today, and where you have the potential to be, is the best way to get—and stay—on track.

Our online Retirement Wellness Planner can help you quickly evaluate your retirement savings progress. 

  • See how you may be tracking toward your retirement savings goals

  • Easily manage, visualize, and plan your retirement savings

  • See exactly how small changes can help you reach your retirement goals

If your employer offers a 401(k), 403(b), or other defined contribution plan with 51³Ô¹ÏºÚÁÏ®,  and use the Planner.

If you don't want to log in or you don't have a retirement account with 51³Ô¹ÏºÚÁÏ, you can also .
Why did I receive an IRS Form 1099-R from 51³Ô¹ÏºÚÁÏ?

For help with the 1099 form and other tax-related information, review our Help with Tax Information.
How do I access my account(s) with 51³Ô¹ÏºÚÁÏ?

You can access your accounts online by completing a  and creating a username and password. For more information and step-by-step instructions, browse our login help.

You can also call us at 800-986-3343 if you’d rather talk to our customer service team.
Are you an employer?
Switch to Help for Employers
Don't see the topic you need help with?

Give us a call.

  • Retirement plan participants call 800-547-7754
  • Mutual fund clients call 800-222-5852
  • Everyone else call 800-986-3343 

Or send us an email

The subject matter in this communication is provided with the understanding that 51³Ô¹ÏºÚÁÏ® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements.

The Retirement Wellness Planner information and Retirement Wellness Score are limited only to the inputs and other financial assumptions and is not intended to be a financial plan or investment advice from any company of the 51³Ô¹ÏºÚÁÏ Financial Group® or plan sponsor. This calculator only provides education which may be helpful in making personal financial decisions. Responsibility for those decisions is assumed by the participant, not the plan sponsor and not by any member of 51³Ô¹ÏºÚÁÏ®.  Individual results will vary. Participants should regularly review their savings progress and post-retirement needs.