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Mid-year (July) is a great month, mid-year, time to do a check-up on how you're doing with saving for retirement. What are you doing well? What adjustments can you make? Use this Retirement Checklist and get signed up for some great prizes while boosting your retirement account!


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Work through the Retirement Checklist using this Google Form. (You must be logged into your Reliant.org email address to submit this form.)

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This contest closes 7/30/20 11:59 PM Eastern time. Winners will be announced on Staffnet and email on July 31st.!


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What are you waiting for? Log in to your Principal account, work through the checklist below, and begin earning points for our drawing

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. www.principal.com

Check In

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Complete all four steps for one entry in the drawing for a box of energy bars to be shipped to your door (2 lucky winners will be selected)

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UI Steps
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UI Step

Is your address up to date? 

Select the My Profile button

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from the top corner of your screen

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to view and change your address.

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UI Step

Is your beneficiary information up to date? Have you recently got married or had a baby? 

On the Overview

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Tab, under Beneficiary, review who you have listed as your beneficiary

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. Make changes as needed

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UI Step

Review your contribution dollar amount.

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On the Contributions tab, under Manage Contributions, If you're able, consider updating/increasing your contribution rate.

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UI Step

Review your balance.

On the main Overview page of your 401(k) account.

Note: The rate of return will show a loss for the year 2020, due to market fluctuations. We'll talk about how to view that balance and loss in light of the market's past performance in the next step. 



Stay on the Path 

use image from main page 401(k) Month - July 2020

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