Account setup and password reset help

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Did you know many of your questions and transactions can be handled from your online account? If you don’t have an online account, here’s how to get one:

  • Get your Plan account number from your statement
  • Click/tap the Create an account button in the middle of the landing page
  • Enter all the required (*) information
  • Click/tap the Next button to proceed through the process

Navigating our planning tools and investment exchanges

Did you know many of your questions and transactions can be handled from your online account? From checking your balance, to changing your investments, to seeing how ready you are for retirement – you can do that and more when you log in.

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Once you’ve logged in to your account, you’ll have immediate access to My Interactive Retirement PlannerSM, a tool that helps you see how on track you are for retirement.