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401(k) Enrollment

Principal

Website:

www.principal.com

Mobile:

www.principal.com/onthego

Phone:  800-547-7754

Hours:

Monday thru Friday

7:00am to 9:00pm CST

CAPTRUST

Website: 

www.captrustadvice.com

Phone:  800-967-9948

Hours

Monday thru Thursday

7:30am to 5pm CST

Friday 7:30am-3pm CST

401k plan participation is effective the first of the month following 30 days of service from your hire date or as soon as administratively feasible following the wait period.  

 

Our 401(k) is administered by Principal and offers you a choice in the type of 401(k) to save in. Employees can contribute to both a Traditional 401(k) and a ROTH 401(k).  

If you contribute up to 5%, the credit union will contribute up to 5% on your behalf.  Once you have participated in the plan for 5 years, if you contribute up to 5%, the credit union will contribute up to 11% on your behalf!  

An enrollment email and instructions will be sent to all new hires following your first day of enrollment. 

 

We understand that retirement planning can be difficult.  If you have any questions about enrollment or need assistance with the enrollment steps, please call Principal at 800-547-7754 and follow the prompts to speak to a retirement specialist.

If you need assistance determining which investments are best for you, please click on the Investment Advice page for contact information for CAPTRUST.

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