Saver

Withdrawals and Rollovers

• Withdraw Funds
• Withdrawal Restrictions
• Cash a Check Without a Bank Account
• Withdrawal Processing Times

Program Details

• Employee Eligibility
• Roth IRAs Compared to Employer-Provided Plans
• Tax Withholdings and How They Affect Withdrawals
• Fees and Penalties

Opting Out or Closing an Account

• Opt Out of the Program

Managing Your Account

• Login Issues
• View Statements (Quarterly and Tax Forms) and Update Mailing Preferences
• Unable to Link a Bank Account
• Multi-Factor Authentication (MFA)
• See Account Balance and Transactions
• Reset Password

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Opening an Account

• Access Your Account Online After Being Added to the Program by Your Employer
• Open Your Own Account Without an Employer

Contributions

• Change Contribution Rates and Manage Deductions
• Contribution Processing Times