COMPLETE YOUR ONLINE ENROLLMENT ACCESSING YOUR ACCOUNT

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Antony McCormick
6 years ago
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COMPLETE YOUR ONLINE ENROLLMENT You may access current information about your 401(k) and initiate certain transactions via our website at www.captrustadvisors.com/freedom401k.

BEFORE YOU GET STARTED In order to enroll and login you will need to confirm you have the following Operating Systems on your computer before starting: Supported Browsers Internet Explorer 11*

1 COMPLETE YOUR ONLINE ENROLLMENT You may access current information about your 401(k) and initiate certain transactions via our website at The website is updated daily and is available 24 hours a day, 7 days a week. BEFORE YOU GET STARTED In order to enroll and login you will need to confirm you have the following Operating Systems on your computer before starting: Supported Browsers Internet Explorer 11* (*denotes standard mode, not compatibility mode ). Google Chrome. Pertinent Browser Settings Browser must allow 3 rd party cookies (System may detect a block and show warning). Browser must allow javascript. TO UPDATE YOUR INTERNET EXPLORER BROWSER Open your Internet Explorer icon. (If Internet Explorer is not on your desktop, you can open it by going to Start, Programs, Internet Explorer). To determine the version you are using, select Help and then About Internet Explorer. A pop up box will appear that reads Microsoft Internet Explorer. You can upgrade your browser at no charge by going to You will need at least a 56k modem. The download time may vary based on internet speed. ACCESSING YOUR ACCOUNT STEP 1: INITIAL LOGIN Go to Click on the "Your Account" button, then click the "Participant Login" link.

If this is your first time logging into your account, your USER ID and PASSWORD will be defaulted and you will be asked to change them to a personalize user ID and password.

2 If this is your first time logging into your account, your USER ID and PASSWORD will be defaulted and you will be asked to change them to a personalize user ID and password. o Next to User ID: Enter your nine-digit Social Security Number, without any spaces or dashes. o Next to Password: Your 8-digit birthdate, without any spaces or dashes (MMDDYYYY). o Click Sign In. You will be prompted to change your Login ID and Password, as well as create Security Questions.

3 ENROLL IN YOUR RETIREMENT PLAN ONLINE This six step process will guide you along and help you enroll in your account online. You will be asked to provide Personal Information, Beneficiaries, Contributions, and to select Investment Elections. Before you get started you will want to know your Beneficiary Information (Name, Address, Date of Birth, Relationship to you, and Social Security Number). STEP 1: GETTING STARTED NOTE: The enrollment wizard will appear each time you log in until you reach your entry date. Watch the introduction video. To start the enrollment process, press the Start Enrolling button. To decline enrollment, press the Decline button.

4 STEP 2: ABOUT ME From the Confirm that your information is correct tab, review your personal information, address and contact information. If your personal information requires modification, please contact your company s payroll contact directly. Click Continue to proceed. On the Who would you like to name as your beneficiary? tab, you have the option to designate your primary and contingent beneficiaries. We recommend you designate a beneficiary, however this is not required. To add this information, select the +Add/Update to designate beneficiaries and click Continue. Alternatively, you can select Skip Add Beneficiaries button to move forward to the next step.

5 Once you have activity in your account, you will begin to receive quarterly statements. To elect to stop paper delivery and receive these statements electronically only, you should take the following action on the How and when would you like us to contact you? tab: o Check the Quarterly Statement box. o Enter and verify your address to receive notification when your electronic statement is ready for viewing. o Read the Communication Disclaimer and agree by checking the I agree box. o Click Continue.

STEP 3: MY RETIREMENT GOALS This step of the enrollment wizard allows you to set your retirement goals. To utilize this feature, complete the information on each of the four steps below.

6 STEP 3: MY RETIREMENT GOALS This step of the enrollment wizard allows you to set your retirement goals. To utilize this feature, complete the information on each of the four steps below. Alternatively, you can click Skip Retirement Goals to move to STEP 4. You can always update your retirement goals later. o Enter your current Annual Income. o Select the age you would like to retire and the percentage of you current income you would like to have in retirement.

7 o Review your current retirement savings and add any other retirement income outside of your 401(k) plan. o Review and adjust your plan to meet your retirement goals.

8 STEP 4: MY CONTRIBUTIONS Check the Sign me up for Auto Increase box, if you want your deferral rate to automatically increase at the next increase date. Select the View Details link for more information. This option will only appear if permitted by your plan. Enter your contribution election(s). Click Continue to My Investment Choices.

9 STEP 5: MY INVESTMENT CHOICES Select the My Own Investment Choices radio button and click Continue. Enter your New Investment Allocations (must total 100%) and click Continue. Review and click Submit Changes.

10 STEP 6: SUMMARY Review all of the elections you have selected. To modify any of your elections, click the Make Changes link next to the appropriate section. To accept your elections, press Complete Enrollment. COMPLETE! You will receive a notice that your enrollment is complete. Click Continue to my Retirement Home Page to return to your account. NOTE: The enrollment wizard will appear each time you log in until you reach your entry date.

Engage 401(k) Portal Website Instructions

Engage 401(k) Portal Website Instructions http://www.engage401kportal.com/ Powered by Slavic401k FIRST-TIME ENROLLMENT To enroll for the first time, you will need the Engage password: Engage401k Go to