Loan and distribution requests received in good order are generally completed within 10-15 business days. A check can be expected in 15-20 business days. Some recordkeepers may require additional processing time, and any request not in good order is subject to delay.
Find your Plan’s recordkeeper below and click for easy access to your account and loan and distribution forms, if allowed by your Plan. If you have questions, please call us toll-free at (877) 369-1903 or email firstname.lastname@example.org. Your Plan’s recordkeeper can be found on your most recent statement, or by contacting your HR department.
Para obtener ayuda en español, por favor llame a (877) 369-1903 y seleccione la opción dos.
Additional recordkeepers coming soon!
* Please note: American Funds Premier and American Funds Recordkeeper Direct are separate recordkeepers. Please see the first page of your participant statement for more information.
Click here to securely upload files to the Distribution Department.