Retirement

This document provides an overview and guidance on enrolling in a retirement plan with Ascensus, emphasizing benefits like automatic payroll deductions and investment flexibility.

Ascensus, LLC provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Ascensus® and the Ascensus logo are registered trademarks of Ascensus, LLC. Copyright ©2023 Ascensus, LLC. All Rights Reserved. 20230615-2957568. P3174-062223 Great News! Getting started in your retirement plan begins today! Enrolling in your retirement plan has become an easy process. It is the first step in beginning or continuing the journey to your retirement goals. BENEFITS OF YOUR PLAN Your plan includes a multitude of benefits including:  Making savings easier through automatic payroll deductions  Pre-Tax saving (up to $23,000, $7,500 catch-up for those 50+ in 2024)  Investment flexibility allowing you to be Hands-on or Hands-off  Life event flexibility to adjust your contribution rate and your investment approach HOW TO LOG ON TO YOUR ACCOUNT FOR THE FIRST TIME To set up your retirement account, simply visit secure.ascensus.com and enter the default, first-time login information.  User ID: Your Social Security number in 999009999 format (no dashes)  Password: Your birthday in MMDDYYYY format (e.g., 06041982 for June 4, 1982) You will then be guided through the steps to keep your online account secure and complete the brief enrollment process. If you have any questions, contact the Participant Service Center at 844-749-9981.

Retirement  - Page 1 Retirement