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RecordkeeperDirect Participant Website Demo


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This demo is provided exclusively for your use or the use of your clients to evaluate our RecordkeeperDirect® program.

The demo highlights some of the key features of the RecordkeeperDirect participant website, which provides account information, transaction capabilities and educational material for plan participants.

Please keep in mind that the links in this demo are not active. You cannot navigate as you can on the actual site.

Thank you for exploring our online resources.

Please note: This demo and the live website are typically best viewed with the latest version of Microsoft® Edge®, Mozilla® Firefox®, Apple Safari® or Google ChromeTM.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from your plan’s financial professional or downloaded and should be read carefully before investing.

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Retirement Planning Center: Home Page

Participants will find retirement planning information, including educational articles, calculators and learning tools, by clicking on the tabs at the top of the Retirement Planning Center home page. For secure access to their accounts, they can click on one of the LOG IN links or the MY ACCOUNT tab.

Account Login

Secure account access is available 24 hours a day. To help protect their personal information (and to provide a safeguard against phishing and other fraudulent activities), participants are required to set up a user ID and password as well as a one-time passcode.

Account Summary

This page appears after login and displays the participant’s total and vested account balances, last contribution amount, and year-to-date personal rate of return. The participant can choose to see a breakdown by investment objectives, investment options or contribution types.

The tabs make it easy to find account information and manage investments. Links on the page facilitate administrative tasks like updating addresses or requesting statements.

Change My Investments

Performing transactions is simple. Participants can exchange money between investments, rebalance their accounts, or change where future contributions are being invested.

My Portfolio

This screen provides in-depth account information. Participants can view their investments by objective, track price changes, or get their personal rates of return since initial investment and for the year to date.


Participants looking for a detailed breakdown of their contributions can find it here.

Loans & Withdrawals

If your plan allows loans, participants can review their outstanding loans or use a loan payment calculator to see what a payment schedule might look like. They can also request a withdrawal and check previous online withdrawals on this page.

Account Activity

Participants can click the Account Activity tab to view an account history summary over a period they choose. Details about individual transactions are also displayed.

Participants who track personal finances with Quicken® can download account transactions into a compatible file.

Plan Information

The Plan Information tab houses details such as the plan's vesting schedule, loan rules and requirements, contacts, and fee disclosure information.

Investment Options

Participants can monitor their investments on this page, which displays share or unit prices, expense ratios and returns. Each fund listed has a link to its prospectus. Clicking a fund name serves up more information about the fund's investment objective, holdings and where the fund was invested.

View My Statements

The VIEW MY STATEMENTS button appears on every account page and provides access to quarterly account statements, past and present. Participants can request to have a statement mailed to them for the most recent calendar quarter, 30 days, 90 days or year to date.

We’ve provided a link to sign up for electronic delivery of quarterly statements.


Answers to common questions about account access and transactions are just a click away. The Help link appears at the top of every page.

Educational Articles

Planning for retirement can leave many people feeling overwhelmed and confused. Articles designed to help participants make informed investment decisions can be found in the tabs at the top of each page. The RETIREMENT PLANNING and MUTUAL FUND BASICS tabs contain articles about investing fundamentals, asset allocation strategies and more.


The information in the ROLLOVERS tab helps participants understand their options when leaving the plan.

Calculators & Learning Tools

Our calculators provide possible financial outcomes based on information entered by participants. For example, the Retirement Planning Calculator shows participants how much money they might need in retirement and whether their current savings plan could get them there.

Thank You

We appreciate your interest in RecordkeeperDirect. Thank you for reviewing the features of our participant website. As you can see, RecordkeeperDirect offers valuable online resources designed to assist your participants in planning and saving for retirement.