Group Retirement account
You have a Group Retirement account if you have a policy number that’s up to 9 digits long, with no letters in it. You use your email address to sign in.
VIP Room account
You have a VIP Room account if you have a client number that starts with ‘RS’. You use your User ID to sign in.
If you’re an active plan sponsor:
- Sign in to the secure site
- Click “Reporting”
- Click “Request a report”
- Select the report you need
- Go back to “Reporting” and click “View report results”, select the applicable report
If you’re not an active plan sponsor, call 1-888-713-7788.
Note that withdrawal and contribution reports include a financial activity report summarizing total withdrawals or contributions within a specific period. If you need more detailed information, call 1-888-713-7788.
To request forfeiture reports, call 1-888-713-7788.
To find terminated employee reports:
- Sign in to the secure site
- Click “Member terminations”
- Click “Review member terminations”
In general, we mail or email plan sponsor statements once a month. For more information, call 1-888-713-7788.