An Update Regarding the Transition of Your Retirement Plan
Sent on September 09, 2021
As we approach the end of the transaction blackout period for your Plan, I want to provide you a few updates on your upgraded plan sponsor access:
Accessing Your Plan Online
There are two ways you can access your plan online on September 13, 2021:
- Continue to use: JohnsonFinancialGroup.com/Commercial> Login > Retirement Plan Sponsor Access
- Bookmark the new link, which will be live on September 13, 2021: plansponsor.johnsonfinancialgroup.com
Updated Payment and Mailing Instructions
In our last communication we provided an updated Payment and Mailing Instructions document. Please review these instructions carefully AND our resource page for key changes to your BIN (Bank Identification Number / Plan Account Number). If you need to confirm your updated Plan Account Number, you may:
- Reach out to me directly, or to your Account Manager.
- Retrieve your new Plan Account Number by running a (new!) plan report. View the instructions on our resource page.
As a reminder, our resource page includes a checklist and other key information to help you prepare for the new platform.
Stay tuned for live webinar training opportunities coming in September to introduce you to our enhanced online access for you and for your employees. Please reach out to me at any time if you have questions.
Thank you for your trust, and your confidence, in helping your employees prepare for a successful retirement.