account information

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Account Information

RequestChanges

Education Documents Mail Enrollment

•balance, pie charts•interim statements•other plans•contribution rates•% elections•account history

•prices•fund performance•fact sheets•prospectuses•trading restrictions

•if applicable

•current Loans•prior payments•availability•modeling / initiation

•tax notice•prior distributions•privacy statement

Financial Information

Investments

Ameritrade SDBA

Loans

Distributions

•email address•change PIN

•review / delete

•deferral rate•% elections for future savings

•explanation•rebalance

•distributions•loan modeling•loan initiation•ReservePlus (if applicable)

Personal Data

Pending Changes

Contributions

Auto Rebalancing

Other

Wide array of news, quotes and financial content

•“Why should I participate?”•risk worksheet•savings calculator•Reach content•interesting places•401(k) planner

•if applicable

Market Dashboard

Online Education

Ameritrade info

•beneficiary form•rollover form•QDRO application•ESOP election (if applicable)

•documents (if applicable)

•VRU guide•Summary Plan Description

Admin. Forms

Ameritrade SDBA

Other

•quarterly statement archive•online statement•Transaction-based statement•BPA news•retirement newsletter

•def. rate change•future savings change•transfer / realignment

•contact us

Quarterly Statements

Confirms

Other

•risk worksheet•ret. workbook•Reach content

•beneficiary form•your contribution amount•future investment direction

•rollover verification form•rollover to IDA•other

Education

Enrollment

Rollovers•trading restr. report•transfers / reallocations

Transfers

• 24-hour access to participant website, VRU (functionality is similar) • Both systems scripted in English and Spanish• For Voice Response Unit, dial 1-800-530-1272, enter SSN and PIN• VRU has opt-out feature to our customer service reps (CSRs) between the hours of 8:30 AM – 6:30 PM EST

Our participant websitewww.bpas.com