Change Participant Contribution Rate Via the Website

  1. Visit: yourplanaccess.net/retirementplanconsultants/

Type in your Username and Password,
as provided in your welcome letter

Select Role: Participant

Click the Login button

2. On the Participant Dashboard, your Current Contribution Rate will display.

Click Change Contribution Rate to update your selection.

3. Step 1: Select the Bubble in front of the appropriate action:

  • No Changes: Make no changes to your current contribution rate for this source (Pre-Tax, Roth, After Tax)
  • Stop Contributions: Stop contributions to your current contribution rate for this source (Pre-Tax, Roth, After Tax)
    • You may Stop Contributions at Any Time
  • Change Contributions: Increase or Decrease your current contribution rate for this source (Pre-Tax, Roth, After Tax)

NOTE: Check with your Plan Sponsor to determine how often you may increase or decrease your contribution rate.

Step 2: Click Next

4.

1)  Review your selections.

2)  Click Submit

confirmation number will display.

Your Plan Sponsor will be notified of the request. You may contact them to see when the change will take place in accordance with the provisions in plan document.

Click Done