Click the button below to access your retirement account to review and update your preferences, including:
- Change current or future investment elections
- Elect contribution rates
- View balance
- Update beneficiaries
- Change address
- Update phone numbers and email addresses
- Enroll new members
Planning Considerations
Virtual Account Review
Have questions about your 401(k) account? Click here to schedule a complimentary virtual account review to discuss:
- Do my investments remain appropriate?
- How much should I save for retirement?
- Are pre-tax or Roth contributions best?
- How can I maximize Social Security?
Enrollment Guide
Click here for your company’s enrollment guide.
Retirement Plan Resources
Rollover Instructions
Follow these steps to complete a non-taxable rollover to your current employer’s plan.
Step 1 .
Notify your former employer or 401(k) plan institution that you are rolling over your assets to your current employer’s retirement plan.
Step 2 .
Complete any distribution forms required.
Step 3 .
Ask your former employer/institution to write your name and current employer’s plan name on the check. Use the last four digits of your Social Security number as the account number.
Step 4 .
Send the most recent statement and check to: The Trust Company of Tennessee
ATTN: Retirement Plan Rollover
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919
ATTN: Retirement Plan Rollover
4823 Old Kingston Pike, Suite 100
Knoxville, TN 37919
Questions?
Please contact 877-673-3581 or email planinfo@thetrust.com