Customer Service Team


Office: 855-464-6928

Email: customerservice@planwithease.com
Fax:866-771-5047
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Financial Education

Review investment and financial concepts

Review these important investment and financial concepts.

 

 

 

 

 

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Plan Types

Learn more about different retirement plan types.

Square Bullet    About 403(b) Plans

Square Bullet    About 457(b) Plans

Square Bullet    About 401(a) Plans

Resources & Tools

  • planwithease.com Enhancements

    Good news! Effective November 24, 2014 the process of editing your personal information has improved, multiple request screens (e.g., withdrawal, loan) are more intuitive and provide better instructions, and Approval Certificates are easier to read and provide more detail.

  • Video Demonstration

    Demonstration of planwithease.com:
    This brief demonstration provides an overview of how planwithease.com can be used to manage your retirement account. Watch the video now.

  • Participant Assistance by Telephone

    Call the customer service team:
    Customer Service is available for plan participants Monday-Friday, 8 AM to 6 PM (Central time) at 855-464-6928. Associates are authorized to speak only with plan participants to provide log in assistance or help with site navigation. All withdrawal requests must be submitted by participants through planwithease.com.

  • Mailing Addresses & Assistance by Email

    Please send regular mail to planwithease.com, P.O. Box 5054, Minot, ND 58702 and overnight mail to planwithease.com, 2000 21st Avenue NW, Minot, ND 58702

    For email, please provide your full name, daytime phone number, Employer's name and a brief explanation of your problem or question. Customer Service will respond within two business days via email or phone. Send an email to customer service.

  • My Retirement Outlook® Calculator

    Are you on track?
    How much will you need in retirement? It's important to create and monitor a savings strategy to reach your retirement income objectives. Try the My Retirement Outlook calculator.

  • Financial Calculators

    Put your objectives in sight:
    These calculators can make the decision-making process easier by helping you figure out where you stand now—and where you'd like to end up in the future—so you can invest more wisely today. Try the calculators today.