Retirement Plan Services - Baker Tilly

 

Plan Quick-Start Guide

What do I need to know in order to begin?Log on to your account via www.trpc401k.com as well by pressing the sign in button on this website.

Our interactive website lets users to see their account details. Apart from showing your the account details, you're in a position to generate statements on your account, look up the details of transactions and use tools for financial resources. When you log onto www.trpc401k.com you can access the tools you need for managing your retirement accounts.

click here:Retirement Plan Services 

When you first login, click New User and type in the SSNUM and DOB, and Zip Code.

Important: The first time you sign-in, you'll be required to create an account with a brand new User ID, Password as well as security questions. The procedure is described within section "Account View and Account Transactions for the Internet and Voice Response Unit" section of this guide. It is essential to set up your login credentials or PIN in order to protect your account.

What causes accounts to become closed or removed?
To protect yourself, your account will be disabled when you type in your username/password incorrectly three times.

visite site: Baker Tilly

How can I unblock this security feature from my account?
If your account gets locked you can contact us via two ways:

1. Go to our site , and then click our "Contact Us" link and submit the form. You can also choose a live chat with one of our Client Services Representatives. (see the link on this page)
2. Contact us at 1-888-673-5440 during 7am-6pm CST to chat with a live rep. If you're unable to reach us during these hours or are not connected to our internet access, leave a message on the Client Services voice mailbox and we'll call you on the next day of business.

How do I Request an Application for Distribution?

TRPC is making the procedure of asking for an allocation from the plan paper-free. Participants are able to request only the types of distributions that are permitted by the plan document. These usually include some or all of:

• Termination
• Hardship
• In-service (i.e. the age of 59 and 1/2 )

Participant Actions:

1. The user must sign in to their accountat trpcweb.com
2. Choose Request a Distribution from the "Transactions" menu on the horizontal toolbar.
3. Follow the step-by step instructions.
4. Sign the request electronically.

How do I create rolls into my pension plan?
If you'd wish to merge your retirement savings into your existing Retirement Plan as long as your Plan Administrator has confirmed to you that your transfer is in compliance for your existing Plan then please follow these things:

1. Complete a Request for Rollover Form. To receive a copy Form Request for Rollover to access the form, go to our site and click "Forms" under the Report/Forms drop-down menu bar. Then click on "View Forms" on the lower right side of the page. Then, click "Rollover Money Into Your Plan". Then, you can choose whether you want to either save the document or print it out. form. (Follow the directions within the template)
2. You can request a withdrawal form from the custodian or trustee of your previous qualified retirement plan, or an eligible IRA.
3. After receipt, the proceeds of the rollover are invested according to your current investment options in the event that we have not been notified of your investment preferences then your funds will be invested into your Plan's default investment. You can then redirect your rollover into an investment option(s) you prefer through your Internet (www.trpcweb.com) as well as the the toll-free call service (1-888-673-5440).

Customer Service
We have Client Services Representatives can provide you with a variety of information about your investment plan and plans. Additionally, they are able to assist with questions about the availability of loans and information on distribution. 

When you dial 1-888-673-5440, you can talk to a live rep between 7am and 6pm CST from Monday to Friday. You can also click the Contact Us hyperlink in your account online to leave us a message or to initiate live chat. If you're unavailable during our business hours and you need to leave a message on the Client Services voice mailbox and we'll contact you on the following business day.

If you have Internet access, please send us an email at clientservices@trpcweb.com and we will respond within 24 hours.

Voice Response Unit: 1-888-673-5440
Our interoperable voice response unit lets you listen to the information on your account 24/7 all week long. In addition to listening to your account details, you also have the ability to make transactions. Through 1-888-673-5440, you can access the necessary tools in managing the retirement fund.

Account View and Account Transactions for the Internet and Voice Response Unit (VRU)
We've given an overview of options available on the Internet and Voice Response Unit. Note that there are many different transaction and account views are included below. To get a full description regarding both call response as well as Internet capabilities, please request an FAQ from your human resources department. If you are having trouble, you can contact our customer service number at 1-888-673-5440.

Details of your Account: This option allows you to listen to (VRU) and view (Internet) the balance on your account at the time of your latest valuation date. You can also request to view or hear your balance on a per fund and/or per-source basis.

PIN Change It allows users to modify the PIN you use. Note change of your PIN to the VRU will not automatically alter your PIN to use on the Internet site. It is vital for the very first time that you call the VRU or enter the Internet site , you modify your PIN.

Investor Information It allows listen (VRU) or look up (Internet) investments choices. Additionally, you can alter your investment preferences. Remember the fact that changing investment choices only affects your future contributions. 

If you wish to alter the balance on your current account, you should select"Conform Ending Balance" option "Conform Ending Balance" option.
Credit: Model a new loan, request loan documents or request a loan-related check. (These choices are contingent on the plan and the eligibility criteria).
Conforming Ending Balance This option allows you to adjust your portfolio based on your current investment preferences. 

It is important to note that this choice does not affect your future money contributions. If you want to alter the future contributions, you need to go to"Investment Elections" or "Investment Elections" option.
Information You Need to Know Prior to Entering a Transaction
Market Value of Your Account
The amount that your balance fluctuates every business day in order to reflect the changes in the market for investments. The balances will be calculated at the close of the day's previous business or the date that the prices were last received. 

Be aware that for dates where you are on a date when New York Stock Exchange (NYSE) is closed the balance of your account will be calculated on the day prior to the last time the NYSE was in operation. If your plan is valued less often than every day the amount of accounts will change that from the latest valuation cycle.

Transaction Request Deadline
Since retirement plans have different requirements, we use several different trading platforms. Contact the Human Resource department about your particular deadlines for transactions.