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Exciting News Regarding Your Retirement Plan Experience

Sent on September 08, 2021

As your company’s retirement plan provider, it's important to us to keep improving the services we offer that help you save for a successful retirement. With that in mind, we have exciting news to share with you about important changes we’re making within Johnson Financial Group (JFG) Retirement Plan Services.

We are upgrading our online platform that will provide you: 
  • An improved online account experience, with helpful savings and financial wellness tools.
  • Updated quarterly statements that include individual retirement income projections. 
  • Expanded assistance from our participant service center. 
  • More financial education materials from us: onsite, online, and on-demand. 
  • Continued data and account security.
What's Changing 
  • As of October 21, 2021, the direct link to login to your account will change. More information on the direct link will be included in future communications.
  • You will need to update your login credentials and security questions. This is a great opportunity to update this sensitive information!
What's NOT Changing
  • Our team. We’re not going anywhere, and we’ll be here to serve you throughout and after this transition!
  • Our commitment to your retirement success – these changes will give you access to the tools you need to save for retirement.
Our goal is to have your account converted to the new platform by Thursday, October 21, 2021. This means there will be a limited access period to plan data (October 13 - October 20) while we balance and reconcile everything in the plan down to the last penny and fund unit. You will remain invested in the market during this time – but you will not have online access to your account. Please view the Blackout Notice that was distributed electronically or via USPS on September 9, 2021.

We’ll have more information for you over the coming weeks about these exciting changes. In the meantime, if you have questions about your account, please contact our participant call center at 888.769.3796 > Option 4 > Option 1.

Thank you for your trust and confidence in helping you prepare for a successful retirement.

Best Regards,
JFG Retirement Plan Services