- Personalized estimate of monthly retirement income
- Personal rate of return
- Balances across investment options
- Summary transaction history
- Future contribution allocations
- Beneficiaries (if available)
- Access and download plan forms
- Upload documents to request certain account changes
- View investment lineup
- Update contribution amount
- Adjust future contribution allocations
- Exchange between funds or rebalance account
- Manage beneficiaries
- Enroll in plan
- Update profile, including communication preferences, username, and password
- Request a loan and view active loan information.