• Home
• / Careers
• / What's New
• / Contact Us
• / Login

• / About Us
• / services
• / resources

• For Employers
  • Services
    • 401(k), 403(b) & 457
    • Defined Benefit
    • New Comparability
    • ESOP
    • Nonqualified
    • Daily Valuation
    • Online Web Access
    • Compliance Testing
    • Participant Services
    • Plan Design & Documents
    • Other Services
    • Free Plan Analysis
  • Resources
    • Request an Account
    • Forms
    • Admin & Processing
    • Frequently Asked Questions
    • Partner Websites
    • Gov't & Foundation Links
    • Free Plan Analysis
• For Individuals
  • Services
    • Plan Administration
    • Plan Statements
    • Online and Phone Access
    • Loan Requests
    • Distributions
    • Education & Assistance
    • QDROs and Valuations
    • Other Services
  • Resources
    • Create an Account
    • Forms
    • Frequently Asked Questions
    • Partner Websites
    • Additional Links
• For Financial Professionals
  • Services
    • 401(k), 403(b) 457 Plans
    • ESOP
    • Defined Benefit
    • New Comparability
    • Nonqualified
    • For Advisors and Brokers
    • Daily Valuation
    • Compliance Testing
    • Participant/Employee
    • Online Web Access
    • Plan Design & Documents
    • Employee Meetings & Education
    • Other Services
    • Free Plan Analysis
  • Resources
    • Request an Account
    • Frequently Asked Questions
    • Glossary
    • Outside Links
    • Free Plan Analysis
• About Us
  • Mission
  • History
  • Management Bios
  • Staff Directory
  • Careers
  • Contact Us
  • About Our Area
• What's New
  • Archive

Loan Requests

If your plan document allows you to borrow from your retirement plan account, we will assist you with this process. You should understand the advantages and disadvantages of taking a plan loan, as well as the risks involved, before you apply for a loan.

However, once you’ve decided to apply for a plan loan, we will assist you with the application process and calculate the amount available to you, as well as your payment and interest information. If your plan allows loans, you can login to your account to obtain this information (if your employer allows it). We will coordinate your loan application and the distribution of loan proceeds with your employer and also with the firm who holds the funds for your retirement plan. An authorized signature or approval will also be necessary. We’ll work with you to ensure that your loan request will be processed quickly and smoothly.