How to Get Enrolled

Schedule a 30-minute one-on-one meeting with a Retirement Specialist.

Schedule Your Meeting Now

You Have Two Options to Get Enrolled

Our Retirement Specialists would like to schedule a one-on-one meeting with you to discuss your individual retirement goals, help you choose a savings rate and investment strategy, and walk you through the account set up. If you prefer to do it on your own, that's okay too!

  • 1 - Reach Out to Us
  • 2 - Do it on Your Own
  • Enrollment Tip
Image that reads "Key Decisions you will need to make: The right amount to save per paycheck, selecting your investment options, establish your beneficiary designations."

Reach out to us

Schedule a 30-minute
one-on-one meeting with a Retirement Specialist.

Your Retirement Specialist has a great deal of experience with helping employees plan for a successful retirement. They can help you get enrolled as well as provide educational support and guidance.

Do it on your own

Follow these instructions to enroll:

Step 1

Create Your Account:

  • Navigate to: and click โ€œRegister as a new user.โ€
  • You will be prompted to answer a series of questions to verify your identity and set up your account.
  • Once completed, you will need to verify the information and click "Continue."

Step 2

Enroll in Your Company's Retirement Plan:

  • Once you have logged in, you will be asked to set a security question.
  • Select โ€œEasy 60-second enrollmentโ€ if you like the savings amount and investment option presented to you, or;
  • Select โ€œMake customized choicesโ€ if youโ€™d like to have a more hands on approach with setting your desired savings amount and investments.


In the event of your death, your designated beneficiary will receive the money in your account. You can declare one or more persons as your beneficiaries during the enrollment process. To designate your beneficiary, you need their:

  • Full name
  • Date of birth


Remember to use whole numbers when determining

any percentages, and be sure the designated amount for

each beneficiary adds up to a total of 100%

Schedule Your Meeting

Schedule a 30-minute one-on-one meeting with a Retirement Specialist by filling out this form.

You can also contact us:


Hours of Operation:

Monday - Friday 5:00am - 5pm PST
(Latest available appointment: 4:15pm)

Thank you for your message. Someone from our team will reach out to you shortly.

What if I have additional retirement accounts?

If you have any existing retirement accounts with previous employers, our team of Retirement Specialists can help you combine your previous account balances into your new account with your current employer.


Learn more about combining your retirement accounts.

Visit Combine Accounts 

   888-322-7586   |

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