White Label Resources
All the pieces below are customizable. We would be happy to add your logo to any piece. Or if you prefer to customize a piece yourself, we can provide the InDesign file. Please email [email protected] with your request.
Informational Slipsheets
Contributing to a Roth Account
Customizable Cash Balance Brochure
Customizable Fiduciary Services
Financial Hardship Withdrawals
Managed Account Program Overview
Online Termination Withdrawal – Sponsor Approval Guide
Participant Termination Withdrawal
Sample iJoin Report – Plan Health Report
Sample iJoin Report – Your Personal Retirement Picture
Guides & Instructions
Accessing Your Retirement Account
Approving Online Loan Requests
Assignment of Interest to Secure Repayment of Loan & Promissory Note
Changes to Your Managed Account Retirement Plan
Making Allocation Changes in Your Retirement Plan
Multi-Factor Authentication Guide
Multi-Factor Authentication Guide – Spanish
Online Hardship Withdrawal Sponsor Approval Guide
Online In-Service Withdrawal Sponsor Approval Guide
Online Participant Loan Sponsor Approval Guide
Online Termination Withdrawal Sponsor Approval Guide
Plan Sponsor Online Enrollment Guide
Plan Sponsor Web Report User Guide
Retirement Plan Enrollment Checklist
Retirement Plan Loan Information Guide
Retirement Plan Loan Instructions
Retirement Plan Loan Instructions Bundled
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