Helping You Plan for Retirement

New to the Plan?

Easy Enrollment Steps...

Review the Enrollment Guide
Go to Participant Login Portal and Set Up Your Account

Select Participant Login

(Instructions to login for the first time are listed under Step 1 of the Enrollment Guide)

Enrollment will start at first login.

Call: 888-621-5491 for assistance.

Frequently Asked Questions

Contact Info

Plan Recordkeeper

24-Hour Participant Call Center: 888-621-5491
  • Deferral contribution rate changes
  • Account withdrawal processing
  • Change Investment Allocation
  • Change of Address
  • Spanish speaking customer representatives

Investment Advisor

Logo LG (Transparent)
Business Hours (8am - 5pm): 805-963-6181
  • Retirement account allocation questions
  • Consolidate/Rollover previous employer retirement accounts

Email: info@curtisadvisory.com

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