When you log in to your saver portal, you will be directed to the "Retirement Overview" page. It can always be accessed by clicking the 🏠icon on the left-hand menu.
From this page, you can:
- View your current account balance and your balance over time chart
- Elect to begin the rollover or withdrawal process
- Set your savings rates
- Manage your investment strategy
- Designate a beneficiary
- View your most recent contributions and pending transactions
- View your year-to-date employee contributions
Retirement Savings
In the “Retirement Savings” window, you can view your current account balance and a chart that shows your balance over time.
By selecting Go to Account Details, you may access the “My Account” page. From the Withdrawals & Rollovers dropdown, you may begin the withdrawal or rollover process.
Savings Rates
The “Savings Rates” window reflects your elected contribution rates. Select Change Savings to change or update your savings rates.
Investment Strategy
The “Investment Strategy” window reflects which investment strategy you are currently enrolled in. Select Manage Investments to take a closer look at your portfolio or adjust your strategy.
Beneficiary
The “Beneficiary” window reflects your current primary beneficiary election. Select Change Beneficiary to change or update your beneficiary election. Learn more about beneficiary designations by clicking here.
Recent Activity
The “Recent Activity” window lists your most recent contributions by funding source, as well as any pending transactions. Select View All Contributions to be directed to the “Contributions and Rollovers” tab of the “My Account” page.
Year-to-Date Contributions
The contribution tracker shows your year-to-date employee contributions amount and percentage.