Welcome to Solomon!

Enter the Access Code below

Access code is invalid

Solomon Logo

For assistance, problems or questions, please email us.

solomon@reliant.org

Versions Compared

Old Version 12

changes.mady.by.user Barb Seckler

Saved on

compared with

New Version Current

changes.mady.by.user Barb Seckler

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


 

...

To make changes to your 401403(kb) accountinvestments, please log on to the Principal website. For your convenience, we have added the steps for using their website for common tasks below. 

Image Removed

 

Note

To make changes to your 401(k) account, please log on to the Principal website using your social security number as your ID number.  On your first visit to the Principal website you'll be instructed to set-up a password for your account.  Reliant's plan # is 434798.  For your convenience, we have added the steps for common tasks below.  

In addition please submit an updated support goal. You can find the support goal calculator on staffnet.  (www.gcmstaff.net- MTD-Support Goal) (See also Support Goal Calculator for Additional Information on how to update your support goal). 

 

MyGuideStone.

This is used for changing the investments for your retirement plan:

 

...

You will reach a page titled Allocation for Future Contributions. Select the orange box.  "Change Allocation for Future Contributions."

UI Expand
titleTo Change your Future Investment elections
Note

This 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 "

...

Account Rebalance"

...

which is another option under "Manage Investments". Please use caution when selecting these options and seek counsel from

...

a Financial Consultant at GuideStone before making changes if you do not understand these options.

 
  1. Select

...

  1. "Retirement & Investments" from the main selection bar at the top.
  2. Under "Manage Investments,, Select "Future Investment Elections."
  3. Beneath "Future Allocation Investments," select the options and % percentages that best meet your investing preference.
  4. When your allocations equal 100%, select: "Next"
  5. Review

...

  1. the change to make sure it is correct.  Check the "Confirm" box

...

  1. to confirm the information

...

 

401 K Contribution Changes

This is used for changing the $ amount deducted from your paycheck.

...

  1. .
  2. You'll have the option to print the changes or Return to the Investment Overview.
UI Expand
titleTo Re-allocate your existing balance to new investments
Note

Please use caution when selecting these options and seek counsel from a Financial Consultant at GuideStone before making changes if you do not understand these options.

  1. Select

...

  1. "Retirement & Investments" from the main selection bar at the top.

...

  1. Under "Manage Investments,, Select "Account Rebalance."
  2. Beneath "Select Reallocation Percentages," select the options and % percentages that best meet your rebalancing preference.
  3. When your allocations equal 100%, select: "Next"
  4. Review

...

  1. the change to make sure it is correct.

...

  1.   
  2. Note: You may be able to check a box to "apply these allocation selections to future allocations for this account type" - if the option exists and that's your preference, check the box (optional)
  3. Check the "Confirm" box to confirm the information.
  4. You'll have the option to print the changes or Return to the Investment Overview.

401 K Beneficiary Changes

This is used for changing the beneficiary for your retirement plan.

  1. Login to Principal Website
  2. On the Welcome page, click on tab “Retirement & Investments” from main selection bar at the top.
  3. On the Your Account Overview page, find the "Your Account" blue box on the left of the screen and select "Plan Info & Forms"
  4. Beneath "Plan Info & Forms" select "Beneficiary."
  5. Your current beneficiary will be shown under "Beneficiary." Click on "Change Beneficiary" to change your information.
  6. On Designate a Beneficiary page, simply follow the instructions from there.
  7. After making your changes, you will be routed to a confirmation page. Review the change to make sure it is correct and click the "Submit" button to finalize the change.

...