Participant resources

Everything you need to access, manage, and understand your retirement plan in one convenient location.

Whether you’re enrolling for the first time, managing your account, or planning for retirement, these resources provide quick access to the information and tools you need.

Start Here

Plan, access, and manage your account.

Planning Tools

Plan Your Contribution

Use the planning tools to model contribution changes, compare pre-tax and Roth savings, and see what different choices could mean over time.

Contribution calculatorsSavings and income estimatesRetirement planning scenarios

Account Help

Get Help With Your Account

Watch short walkthroughs for common account tasks so participants can make updates with more confidence.

Enrollment stepsInvestment and contribution changesStatements, loans, and beneficiaries

More Resources

Quick-reference support for common account needs.

Quick Reference

Quick Portal Reference

A downloadable portal guide for login help, password resets, account access, and frequently used features.

PDF downloadPortal navigation helpAccount access basics

On The Go

Mobile App Guide

Use the mobile app guide to learn how participants can access account tools from their phone.

PDF downloadMobile access featuresBalance and account activity

Retirement Strategy

Build A Retirement Path

Learn how iJOIN helps participants turn retirement goals into a guided savings strategy.

Goal-based planningSavings path guidanceParticipant-focused videos

En español

Recursos en español

Videos de orientación para el portal del participante e instrucciones para la aplicación móvil, disponibles En español.

Videos del portalGuía móvil en PDFRecursos para participantes

Need Assistance?

Our team is available to help with plan administration, compliance, plan design, participant support, and general retirement plan questions.

888-682-4406

[email protected]