Managing My Account

Complete the questionnaire to determine your investment risk tolerance level and how it aligns with your plan's investment offerings.

Account aggregators are services that combine data from all of your financial accounts into one consolidated place - usually a website or app. This h...

Every 401(k) plan comes with some costs—but the good news is, most of them are easy to understand once you know where to look. Whether you're a new pa...

When managing your 401(k) investments, it’s important to know that not all fund transfers are treated the same . Some funds may come with special res...

When you participate in a 401(k) plan, you're entitled to receive certain notices, statements, and disclosures —some once a year, others more frequen...

If you're looking for more investment flexibility within your 401(k), a self-directed brokerage account like Schwab's Personal Choice Retirement Ac...

Your 401(k) isn’t just a savings account—it’s also an investment account. The contributions you make are invested in options you choose, and those inv...

Designating a beneficiary for your 401(k) ensures that your retirement savings go to the right person—or people—if something happens to you. It’s one ...

The NestEggs participant website and mobile app gives you access to key features. Here’s how to stay on top of your account: Check your balance and v...

Major life events can affect your retirement plan—and it’s important to keep your information up to date. Update your beneficiary designation to refle...