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How do i log on to my 401k?

Feb 07, 2012 by Jose from Allentown, PA in  |  Flag
4 Answers  |  5 Followers
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John N Dimatteo Level 7

Jose, you should contact your retirement plan custodian. They will be able to assist you with logging on to your accounts. They will also be able to walk you through establishing or changing your user name and password. There probably is a customer service number on your most recent statement. If you do not have a statement then contact you HR department and they should be able to provide you with the company’s contact information.

Good Luck Jose www.dimatteofinancialgroup.com

Comment   |  Flag   |  Jan 24, 2014 from Chadds Ford, PA

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David Kleinik Level 15

Jose,

The Company should have sent you a quarterly statement in the January time frame usually they have the internet info there

David Kleinik

Comment   |  Flag   |  Feb 07, 2012 from Jacksonville, FL

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Joshua R. Dunham Level 11

To determine your 401K balance, allocation, and contribution history, you should first contact your Human Resources Department. They will most likely direct you to an online portal for your Plan Sponsor. If you have not accessed this information before, you may need to register for this access. Upon receiving a log-in and Password, you should be able to track your 401K information as often as you like.

Comment   |  Flag   |  Jul 31, 2012 from Dallas, TX

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Rich Winer Level 20

If you receive quarterly statements from your retirement plan custodian, there should be an 800 number listed on the statement. The plan custodian should be able to help you find your username and password to log in online or help you establish a new one, if needed. If you're not receiving a quarter statement, speak with your employer or their HR department.

Comment   |  Flag   |  Apr 12, 2013 from Woodland Hills, CA

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