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For assistance, problems or questions, please email us.

solomon@reliant.org


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

  1. Login to the Principal website.
  2. Select "Investments" from main selection bar at the top.
  3. Select "Change Investments."
  4. Beneath "Change Investments" select "Choose Where To Invest Your Paycheck Contributions> Invest Contributions"

  5. 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.

  6. Select the option that best meets your investing preference.

  7. 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. 


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3 Comments

  1. Barb Seckler

    Sarah Swann and Unknown User (ed.courtney@reliant.org) - there's a note here referring to the support goal but I don't know if we want to link to Staffnet or if the support goal link is the proper link. Can you verify please?

    1. Sarah Swann

      I think we'll delete the staff net link and just have it go straight to the solomon page on support goals so we only have to edit the solomon page instructions if things change. I just made that change

      1. Barb Seckler

        Sarah Swann - I ended up splitting this page so that box is now on the new page for contribution changes.  (smile)