403(b)/457(b) Online Enrollment/Deferral
Change Instructions
Begin by logging into your account.
Use the video links below for tips on using online features.
Online Enrollment - Guided (opens in YouTube)
Allows participants to choose their investments and contributions.
Online Enrollment - Express (opens in YouTube)
Chooses the default investment type and contribution for the participant.
Changing Deferral Amounts (opens in YouTube)
Example: Currently contributing $100/pay period & want to increase to $200/pay period.
(Some districts may limit the number of times or times of the year when employees may change their retirement withholdings. Please check with your district before entering changes via the website.)
Changing Beneficiaries (opens in YouTube)
Examples:
You signed up single, but are now married and want to add your spouse.
You want to add a child.
You want to switch the primary beneficiary from your spouse to a Trust.
Changing Investments for Future Contributions (opens in YouTube)
Example: You have 100% of your paycheck going to Fund A & want to switch it to Fund B.
Changing Investments for Future Contributions AND Money Already in Your Account (opens in YouTube)
Example: You have 100% of your paycheck going to Fund A. 100% of your balance is also in Fund A. You want to change investments for future contributions to Fund B AND move all of the current balances to Fund B, as well.
Moving Money (Current Balances) (opens in YouTube)
Example: You have your balances spread across 3 funds: 30% in Fund A, 30% in Fund B & 40% in Fund C. You want to move all of the money in Fund A to Fund B.
Conforming to Target (opens in YouTube)
Example: You currently have your balance spread across 4 funds: Funds A, B, C & D all have 25% of the total balance. You want to spread the balance differently: 15% in Fund A, 20% in Fund B, 25% in Fund C, 15% in Fund D & 25% in (NEW) Fund E.
Questions?
Contact Luke McKee or call:
Hutchinson Office
620-663-5032
Olathe Office
913-747-2001
Wichita Office
866-253-3536