Savings Enrollment Form

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Minimum % deferral
0
Automatic contribution % amount
3
$ amounts:
0
Automatic contribution $ amount:
Minimum $ deferral:
0
Allow percentages:
Default investment:
default
Mainspring Managed:
0
Participants fees are waived:
0
Plan's default retirement age:
65
Auto escalation:
0
Automatic enrollment:
0

Thank you for your submission

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Submitted: [submitted-date]

What happens next?
The contribution amount you chose will be provided to your employer so that the necessary payroll adjustments can be made. Your employer will ensure that the amount you have chosen is within plan limits and make the change as soon as allowed by your plan.

Once The Standard receives your payroll information from your employer, it will process your request within two business days. Your contributions will then be invested in the plan’s default fund unless you have directed otherwise.

You will receive a welcome letter in the mail once your retirement contributions have begun.

If you had submitted an enrollment form previously, this submission will override your previous submissions.

How do I make changes?
You may change your contribution amount, investments or any of your settings by logging in to your account.

Learn how to access your retirement account online >

Questions?
Talk to a customer service representative by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.

Print this page for your records

< Return to enrollment form

Thank you for your submission

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Submitted: [submitted-date]

What happens next?
Your employer will process your contribution request at the first opportunity allowed under the plan. Your change made here will override any previous changes, if applicable. Once The Standard receives your payroll information from your employer, we will process your request within two business days. Your contributions will then be allocated according to the investment strategy Mainspring Managed has chosen for your particular needs.

You will receive a notice in the mail when your request has been processed.

Questions?
Talk to a customer service representative by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.

Print this page for your records

< Return to enrollment form

Congratulations! You've taken an important step toward retirement.

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Submitted: [submitted-date]

Next, complete your PortfolioPlus enrollment
Continue to the Retirement Plan Advisors website to complete your enrollment. There, you will create a secure online account and answer a simple questionnaire to help the investment professionals determine which strategy best meets your personal needs.

If you do not complete the PortfolioPlus enrollment, or provide other investment directions, your contributions will be invested in the plan’s default fund.

What happens next
The contribution amount you chose will be provided to your employer so that the necessary payroll adjustments can be made. Your employer will ensure that the amount you have chosen is within plan limits and make the change as soon as allowed by your plan. Once The Standard receives your payroll information from your employer, it will process your request within two business days.

You will receive a welcome letter in the mail when your retirement contributions have begun.

How to access your account
You can log in at www.standard.com/retirement to view or manage your retirement account at any time.

Questions?
Talk to a customer service representative at The Standard by calling 800.858.5420 Monday through Friday, 5 a.m. to 5 p.m. Pacific time, or contact your employer's benefits administrator.

Print this page for your records

< Return to enrollment form

sites/default/files/retirement_1.1
0

EZ Enrollment

 

  • Please enter a maximum contribution of 25%.

Take the first step toward retirement by selecting the amount of your paycheck you'd like to save. If you're already enrolled, even a modest increase can make a difference over time.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

Congratulations! You are automatically enrolled in the retirement plan at the plan's default contribution rate of [X] percent, but saving even 1 percent more can make a difference over time. Simply enter the new amount you'd like to save below.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

Congratulations! You are automatically enrolled in the retirement plan at the plan's default contribution rate of [X] percent. Furthermore, your contributions will increase automatically over time to help make it even easier to reach your retirement goal.

You may change the plan's automatic setting by submitting your own contribution rate below. Keep in mind, this will opt you out of future automatic increases.

Select the Mainspring Managed service to have our experts professionally manage your retirement account for you. Or if you prefer to manage your own investments, simply choose the amount you would like to start saving below. If you're already enrolled, keep in mind that even a modest increase can make a difference over time.

Once you've submitted your selections below, you'll receive a confirmation screen with what to expect next.

Congratulations! Your employer makes saving for retirement easy by automatically enrolling you in the Mainspring Managed service, which manages your contributions and investments for you.

Employees are enrolled at the default contribution rate of [X]%. If you’d like to save more, you can always increase your contribution amount below. If you are unsure about how much to contribute, or if you’d like to opt out of the service, you can talk to one of our professionals at 800.858.5420.

Congratulations! You are automatically enrolled in your retirement plan with the plan's default contribution rate of [X]%, but keep in mind that even a modest increase can make a difference over time. And by selecting the Mainspring Managed service, you can have our experts manage your investments and recommend contribution changes for you.

Once you've submitted your selections below, you'll receive a confirmation screen with what to expect next.

Take the first step toward retirement by selecting the amount of your paycheck you'd like to save. If you're already enrolled, even a modest increase can make a difference over time. Then, select how you would like to manage your investments.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

I am seeking maximum stability even if returns are low

I am a middle of the road investor and prefer both growth potential and consistency of returns

I am seeking maximum long-term growth, even if it means wide swings in my account value

Select the pre-tax amount you wish to contribute to your retirement savings account.

Enter a dollar amount instead

Select the pre-tax amount you wish to contribute to your retirement savings account.

Enter a percentage amount instead

Select the after-tax amount you wish to contribute to your Roth retirement savings account.

Enter a dollar amount instead

Select the after-tax amount you wish to contribute to your Roth retirement savings account.

Enter a percentage amount instead

There may be a minimal monthly fee for the Mainspring Managed option, depending on your account balance.

Account balance Fee
Less than $5,000 None
$5,000 - $10,000 $5 per month
More than $10,000 $10 per month

Choose this option to enroll with PortfolioPlus, a professional money management service designed to increase return while managing risk. After you submit this form, you will be directed to the Retirement Plan Advisors website to complete your enrollment.*

You may create an online account and choose your investments at any time through Personal Savings Center. If you do not make any investment selections, your contributions will be invested in the plan's default fund.

Have questions? Call 877.284.6837.