|
Welcome to PAT -
Pinnacle's Administration
Technology.
With PAT you can easily monitor
and manage your 401(k) account.
Click Access Your Account
Online to view your current account balance, change future
investment instructions or transfer balances from one investment
to another. You'll also find links to the latest investment results
and most recent information on the investment accounts available
in your plan.
Are you ready to enroll in your 401(k) plan? Enrollment
Forms contains a wealth of information regarding 401(k)
plans, general investment education, specific information regarding
the accounts available in your plan and the forms necessary to begin
your participation in the plan. Financial
Assistance puts the knowledge of experienced professional
financial planners at your service.
Need to borrow from your 401(k)? Click on Loan
Application to obtain the necessary forms.
Distribution Forms
contains the required notices and forms to obtain a standard or
hardship distribution. There is also a form to request assistance
in establishing your rollover account.
Do you have assets from a previous plan that you want to rollover
into your new plan? Click Rollovers
to download instructions and the required forms.
If you have any questions regarding the downloading of forms, accessing your account or general questions regarding your 401(k) plan, please call 1-800-375-PLAN (7526).
Congratulations on participating in your company's
401(k) plan. You have taken a tremendous step toward accomplishing
your personal wealth accumulation objectives. However, this is only
one step of many that can be taken to help achieve financial security
for you and your family.
One of the best things you can do to help make your retirement
years truly golden is to have a comprehensive financial picture
that clearly illustrates your financial position today and how to
get to where you want to be tomorrow. A personalized financial plan
can help you piece together your retirement puzzle and enhance your
financial security by:
- Coordinating your 40l(k) plan and other company benefits with
your personal financial goals, dreams and desires.
- Assist you in reducing your taxes.
- Providing a funding plan for your children's future: a college
education.
- Identifying opportunities to increase your wealth accumulation
according to your specific risk tolerance and personal goals.
Financial planning is provided through Lincoln Financial Advisors
Corporation, a Registered Investment Advisors and Sagemark Consulting,
a division of Lincoln Financial Advisors, a Registered Investment
Advisor. Click
here to submit your request or call toll free at 1(800) 375-PLAN
(7526) if you have any questions or would like more information.
The sooner
you identify and analyze your financial goals, the sooner you can
enjoy the comfort and peace of mind that comes with having a defined
plan to reach them.
Click on: Yes, I would like to develop a financial
plan to help accumulate wealth
Securities and financial planning services offered through Lincoln
Financial Advisors, a broker-dealer and registered investment advisor.
Insurance offered through Lincoln affiliates. Lincoln Financial
Group is the marketing name for the Lincoln National Corporation.
David W.D. Core is a Registered representative of, and securities
offered through, Lincoln Financial Advisors Corp.
Past performance of investments does not guarantee future success.
Proper planning should include input from your CPA and attorney.
Our work is not meant to be exclusive of input from your other financial
advisors.
|
