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  • Log in to your Account on Principal.com
  • Work through the Retirement Checklist below
  • Use this Google Form to track and submit what you've completed. (You must be logged into your Reliant.org email address to submit this form.)

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


Check In

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

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Is your address up to date? 

Select the My Profile button from the top corner of your screen to view and change your address.


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

On the Overview Tab, under Beneficiary, review who you have listed as your beneficiary. Make changes as needed.


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Review your contribution dollar amount. 

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


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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

Complete the four steps below for one entry in the drawing for to win S'well Stainless Steel Water Bottle (or equivalent alternative of your choice) to be shipped to your door. (2 Two lucky winners will be selected.)

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How close are your monthly contributions to Reliant's 5% match?

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Reliant will match dollar-for-dollar up to 5% of your monthly salary (including parsonage). Here is a quick example: John Smith has an annual salary of $45,000 as a campus minister. He makes $3,750 per month, so his 5% match each month would be $187.50. Calculate your 5% match and compare that 5% amount to what you're contributing to 401(k). If you're contributing under 5%, consider increasing your contribution to maximize your match.

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How on track are you for retirement?

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On the Planning Resources tab, under Retirement Wellness Planner enter your current information to calculate your Retirement Wellness Score. If this score is in the Red or Yellow, take a little time to prayerfully and thoughtfully consider what steps you may be able to take over the next few months/years to increase that score

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. Principal'

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s Retirement Wellness Planner is a great resource to assist you in this planning

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Have more than one retirement account or IRA?

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Check out how to rollover funds into your Principal account on the Rollovers tab.

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Pick one (or more) of the Topics below to read about or watch a short

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video by our 401(K) broker Michael Clark.  

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  • article. 
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    Watch:

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  • video. 
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    Watch:

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Ask a Professional "Guide" - learn from the best 

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