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 Withholding on Withdrawals
• Program Fees and Withdrawal Rules

Opting Out or Closing an Account

• Opt Out of the Program

Managing Your Account

• 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
• Change Account Language

Opening an Account

• How to Access Your Account After Enrollment
• How to Open an IRA Through the Program

Contributions

• Change Contribution Rates and Manage Deductions
• Contribution Processing Times