Insperity 401k vs Planforge 401k

The Insperity Retirement App is a read-only app that lets you view your 401(k) account and current plan information any time from your iPhone®, iPad® or iPod touch®. For online transactions, visit the Retirement Service Center. VIEW YOUR 401(k) ACCOUNT •Account balances and recent contributions •Current rate of return •Contribution rates •Loan balances STAY UP-TO-DATE ON CHANGES •Check plan news and alerts GET SECURE ACCESS Your account’s security is important to us. That’s why we ask that you do two things before using the Insperity Retirement App: 1.Make sure that you have created a unique user ID and password for the Insperity Retirement Service CenterSM before you log in using your mobile device. You can do this by logging in to the Retirement Service Center and changing your user ID and password under the Security tab of the My Information page. 2.The first time you log in using your mobile device, you will be asked to register your device through the Retirement Service Center. Once you have registered your device, you can begin using the app to check your 401(k) account at any time. If you have trouble logging in, contact the Insperity 401(k) Contact Center at 888-401-5273 or click Insperity Retirement Support (link provided) to access the mobile app user`s guide. There is no charge from Insperity Retirement Services to download the Insperity Retirement App. However, rates from your wireless carrier may apply.

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.