Interstate Credit Union vs Planforge 401k

At Interstate Credit Union, we don’t sell products, we build relationships. From major milestones like home buying and retirement to everyday transactions like bread and milk, your financial institution plays an important role behind the scenes of your life. This is why our focus is about enhancing the quality of life. We serve anyone that lives, works, worships or is a student in Wayne, Appling, Liberty, Long, Jeff Davis or Bacon counties (Georgia, USA). Interstate Credit Union was chartered in 1968 by a group of employees from Interstate Paper LLC in Riceboro, Georgia. Our company was only able to serve employees of Interstate Paper LLC and we did so from a shoebox at John and Emma Jean Boatwright’s house in Jesup, Georgia. Since then, we have merged with Appling Citizens Federal Credit Union and Wayne Teachers Credit Union and have opened four branch locations, Jesup, Baxley, Midway, and Hazlehurst.

PlanForge 401k gives employees instant, secure access to their employer-sponsored 401(k) plan. With PlanForge, you can: View your personalized 401(k) dashboard with contribution details and plan information Sign deferral election and beneficiary designation forms electronically with built-in e-signature Set up auto-escalation to automatically increase your savings rate over time Complete a risk questionnaire for personalized investment recommendations from a licensed advisor Track enrollment deadlines and stay on top of important plan milestones Security is built in. PlanForge uses passwordless magic link authentication and phone verification, so there are no passwords to remember or reset. PlanForge Consulting helps small businesses (15-75 employees) implement net-zero cost 401(k) plans using SECURE Act 2.0 tax credits. Referral partners and financial advisors can access their own dedicated portal at partners.planforge401k.com. Questions? Visit planforge401k.com or email Alexis@planforge401k.com.