Resources for Employees

We want to help you achieve a more successful retirement and understand your choices and investments better. It’s not just about saving money in your employer-sponsored retirement plans, it’s about your overall financial health. That’s why we’ve partnered with Pensionmark to provide you with a robust Financial Wellness Program!

Here you’ll find a wealth of resources designed to help you manage your retirement goals. Take a look at our offerings.

Personal Financial Portal

In your Personal Financial Portal (PFP) you’ll be able to monitor your financial accounts in one simple and secure online location. 

You’ll be able to:

  • Monitor your retirement accounts 
  • Track your budget and spending: watch spending habits, monitor your cash flow, create budgets, and compare your assets against your goals
  • Participate in online workshops on investing and spending
  • Access reports on your cash flow, retirement, investments, and more
  • Track rewards like frequent flyer miles, hotel rewards, and credit card points, etc.

In addition, all of your information is updated daily in real-time and is also available through the mobile app, so you’ll have up-to-date information on your entire financial picture anywhere, 24/7. Contact us for more information or to establish an account at 888-PEN-401K (888-736-4015) or

Financial Wellness Team

We want you to have the best customer service right when you need it. That’s why we have responsive, live staff members who are ready to take your call Monday through Friday, 7AM to 7PM (PST) to help you with your retirement plan strategy. Bilingual and registered specialists are available at 888-PEN-401K (888-736-4015) or via email at

Employee Retirement Connect

We keep you up-to-date on the latest retirement resources and information through:

  • Reinventing Retirement Newsletter (4x/year) --provides you with retirement and financial planning resources and tips
  • Monthly Education Webinars -- covering a variety of financial  topics
  • Quarterly Market Update -- covers the latest market trends as well as economic histories and stats
  • Weekly Market Update -- a weekly summary of market and economic performance information

Employee Resource Center

The Employee Resource Center provides interactive tools and resources to help you navigate your financial decisions. It includes:

  • Educational videos on frequently asked about subjects
  • Webcasts
  • Financial Calculators
  • Informative articles and newsletters

Stay informed 24/7 by visiting our Resources Tab

Group Educational Seminars & One-on-One Consultations

We also provide on-site as well as online seminars and one-on-one employee consultations as needed. Give our Financial Wellness Team a call, email or simply book an appointment using our online scheduler.