Access Your Retirement Account on the Web 24/7

Access Your Retirement Account on the Web 24/7
Up-to-date information on your retirement
account can be obtained from our website
anytime, day or night.
Account balances are updated on a daily basis,
generally by 5 PM.
Logging In
To login to your account, first browse to
www.MyPlanAccount.com.
In the Login box on the left-hand column of
the page, enter your social security number
(without spaces, slashes, or dashes) as your
User ID. Your initial password will be the last
4 digits of your social security number. For
your protection, your social security number
will be encrypted during transmittal to us. Once
logged in, you will be required to change your
password.
MyPlanAccount.com Homepage
If the login box doesn’t appear, please make sure
that you are using the most current version of
your selected web browser, and that Javascript is
enabled.
Help Navigating Your Plan
Once logged in, most pages will have a help button
in the upper right-hand corner explaining how
to use the current page. If you have questions
regarding access to the web site, or if you would
like additional help making changes to your
retirement account investments, please feel free
to contact Heintzberger | Payne via the email
links on the website, by phone in Portland at
503-597-1600 or toll free at 1-888-937-4015.
Participant Account Home Page
MyPlanAccount.com’s web site is maintained by Heintzberger | Payne. Heintzberger | Payne is the recordkeeper of your retirement plan.
Step 2 - My Information
Setting Up Your Account
This guide will walk you through the enrollment
steps for MyPlanAccount.com. Please note that
some screens may not be available for your
plan or your plan may have opted for you to
furnish certain information manually.
This screen will allow you to enter or update your
personal information. Please note you will not be
able to continue through the process until you
update your login information. Your employer
may have provided preliminary information, if this
is the case, you will see the data displayed.
Step 3 - My Contributions
Step 1 - My eDelivery
This screen will allow you to update your email
address and select to receive email confirmations
for account activity.
This screen will allow you to elect the contributions
you would like to make into your retirement account.
Please be sure to review your pay records
(pay stub, etc.) to confirm your Employer has
properly deducted your election(s).
Step 4 - My Investments
This screen allows you to select the investments
you would like your contributions to be allocated
to. Your election will be applied to all sources
of contributions (including any employer
contributions).
Step 6 - Review
Review and confirm all entries made. Once you
have confirmed the accuracy of your entries, be
sure to click the Enroll Me button to record the
data. Please note if this button is not selected,
your entries will not be saved.
Step 5 - My Beneficiaries
This screen will allow you to select your beneficiary.
There is an option to elect multiple beneficiaries if
you wish to do so. Please note if you are married
and designating someone other than your
spouse as a beneficiary, you must complete a
paper form that includes spousal consent. The
additional form will be available for you on the
Plan Documents page under Reports and Forms.