To make changes to your 403(b)(9) investments, please log on to the Principal website.
On your first visit to the Principal website you'll be instructed to set-up a password for your account. By selecting "new user" you'll be prompted for your social security number and plan number. Reliant's plan # is 4-76065 .
403(b)(9) Investment Changes
This is used for changing the investments for your retirement plan
- Login to the Principal website.
- Select "Investments" from main selection bar at the top.
- Select "Change Investments."
- Beneath "Change Investments" select "Choose Where To Invest Your Paycheck Contributions> Invest Contributions"
You will reach a page with two options: "Prebuilt portfolios" or "Build your own portfolio"
This "Choose Where To Invest Your Paycheck Contributions> Invest Contributions" option will only apply for future investments from your payroll. Your previous balance will not be transferred to the new investments unless you also select "Transfer Balances Between Investments" which is another option under "Change Investments". Please use caution when selecting these options and seek counsel from Principal (800-547-7754) before making changes if you do not understand these options.
Select the option that best meets your investing preference.
- Follow the instructions to "save and continue" until you reach a confirmation page. Review the change to make sure it is correct. Check the box confirming the information and click the "submit" button to finalize the change.
