Subscribe to 401(k) Express offers a free service to send your 401(k) balance to you by e-mail once per week. We also provide links to online information about your 401(k) plan to help you better manage your investments. To begin receiving the 401(k) Express E-Mail, please fill out the form below.

Full Name
E-mail Address
Social Security Number (e.g. 555-55-5555)
Date of Birth (e.g. 01/01/1960)

I hereby affirmatively elect to receive electronically, the weekly 401(k) Express E-mail and the following section 2550.404a-5 disclosures and notices, and other plan documents listed below, which I direct to be emailed to the address that I have provided:

  • Eligibility notice
  • Qualified Default Investment Alternatives (QDIA) notice
  • Safe Harbor notice (if elected by the Plan Sponsor)
  • Summary Plan Description (SPD), which contains plan benefits and disclosure of fees that affect your account
  • Auto enrollment notice (if elected by the Plan Sponsor)
  • Trade Confirmations
  • Summary Annual Report (SAR) of the plan
  • Summary Prospectus for the mutual funds available in your Plan
  • Amendments or modifications made to the Plan
  • Quarterly Statements

You may unsubscribe from receiving these documents by email at anytime and receive a paper version by first class mail without any charge by contacting our Customer Service department at (800) 356-3009 or by clicking the unsubscribe link. You may also update your email address by logging on to your account at or contacting Customer Service.

The above information is required so that we may verify your identity.