Getting Started

Do I need to transfer my retirement savings?
No. Your retirement savings will remain with your 401(k) provider. You will continue to have the same investment choices that are currently available in you...
Mon, 28 Mar, 2022 at 9:55 AM
Who will manage my retirement investments?
Your retirement investments will remain with your 401(k) provider. You maintain total control over your portfolio. However, rest assured that your PensionPl...
Mon, 28 Mar, 2022 at 9:55 AM
Can I use PensionPlus if I'm already retired?
Yes. If you’re already retired, PensionPlus can ensure that the path you’re on is sustainable. It’s never too late to spend smarter and get peace of mind.
Mon, 28 Mar, 2022 at 9:55 AM
What is the PensionPlus bonus?
PensionPlus offers users an annual bonus based on the performance of their retirement portfolio. This allows us to offer users market upside with minimal ad...
Mon, 28 Mar, 2022 at 9:55 AM
Can I change my PensionPlus plan?
Yes. You can change your PensionPlus plan at any time. Based on your changes, we will adjust your monthly paycheck amount.
Fri, 27 Jan, 2023 at 4:14 PM
How do I account for my spouse’s retirement savings?
You can send a PensionPlus invitation to your spouse to create their retirement plan alongside your own. Joint accounts should only be included for one spou...
Fri, 27 Jan, 2023 at 4:25 PM