For most 401(k) plans you can enroll online. If you need a hard copy enrollment form please contact your HR Department.

Yes, most plans allow old 401(k)’s to be rolled over at any time.  Please contact Mary O’Brian (mob@waterfordgroupny.com) or Lauren Khuns (twg@waterfordgroupny.com) at The Waterford Group directly to assist with your rollover.

Please contact your Plan’s Recordkeeper directly to inquire about a loan.

Please contact The Waterford Group’s participant help line, 844-940-1610 for assistance with your contribution amount. You can also refer to the calculators available to you on the Participant Website to make sure you are on track.

Please contact The Waterford Group’s participant help line, 844-940-1610 for assistance with investment questions, your retirement goals and information about the investment options in your Plan.

You have many options available.  Please contact your plan’s recordkeeper for clarification on the best choice for you.

If you are having trouble with the website, please call your Plan’s Recordkeeper Participant Support phone number located in your enrollment booklet.

Some 401(k) plans are paperless and others use beneficiary forms. Please contact your HR Department.

You can check your account balance online or by calling your Plan’s Recordkeeper Participant Support phone number located in your enrollment booklet.