RECORDKEEPING
PROVIDERS
ACCESS YOUR PROVIDER
Click on your provider’s logo below to access your account and perform some of the following tasks:
Account Management
- Check current account balance
- View vested balance
- Review personal profile & contact info
- Change beneficiaries
- Download plan documents & disclosures
- View transaction history (contributions, exchanges, dividends, fees)
Contributions & Payroll Settings
- Change contribution percentage or dollar amount
- View contribution history
- Check employer match and profit-sharing contributions
Investments & Performance
- Review investment allocations
- Rebalance portfolio
- Change future investment elections
- Access retirement planning calculators or projection tools
Recordkeeping
Providers
Each of the third-party service providers listed are separate entities from Smooth 401K and LPL Financial.
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