IMPORTANT INFORMATION
The upgrade is complete! Please refer to the Training page and the email sent on Sunday, March 30 for log in information.
yourPLAN ACCESS guide
Information and resources for your 403(b) administration portal upgrade
Member Benefits offers an easy to administer, low-cost, high-quality 403(b) retirement savings plan for your employees, and we deeply appreciate your participation and trust in our program.
We are very pleased to be able to offer you a 403(b) portal upgrade that will provide enhanced efficiency and accessibility to you and your plan participants.
As you explore this upgrade hub for yourPLAN ACCESS, you will find:
- Details on enhancements and changes.
- Important dates to know.
- Training opportunities on using the system.
- Answers to common questions you may have.
We also outline important information we will need from you to complete the process.
Please view this brief video to get started and learn more about what to expect as we progress through the upgrade.
We want your experience to be as seamless as possible. Expect more communications to come your way, and as always, please contact us with any questions or concerns you may have.
It is a privilege to serve and you and we look forward to helping you and your employees become more financially secure in the years to come.
1-800-279-4030
Send us an email
NOTE: This video has dates for those who are upgrading in April 2025. Please see the early adopter timeline page for your relevant training dates.
VIDEO: yourPLAN ACCESS upgrade announcement with Boyd Bender, Vice President of Retirement and Investment Services (4:25)
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