Retirement Plan Portal

Need personal guidance about retirement planning and investments?

Email Patrick Daniels, CFP®, or schedule a 15-minute phone call.

To review your account balances and make changes, access your retirement plan online at: (available after your enrollment is complete)
…or by phone at 1-800-772-2182

The following spreadsheet can be used to assess the impact of any remaining surrender charges on your 403(b) plan balance, versus the higher internal costs associated with the old 403(b) plan. It shows the differences in value over time between keeping assets in the old 403(b) plan versus paying the surrender charge and moving assets to the new 401(k) plan.

You can adjust the values in the green-shaded cells. If you are logged into a Google or Gmail account in your browser, your name may be visible while editing the spreadsheet. Log out for privacy or use a private/incognito window in your browser. Only one user can edit the spreadsheet at a time. Feel free to contact our office to have the analysis run for you.