LET’S TACKLE RETIREMENT

Take advantage of these tools and resources to help you get on a more secure retirement path.

Principles for a successful retirement

Plan Contact Information:
J.P. Morgan Retirement LinkSM
www.retirementlink.jpmorgan.com
855-576-7526 | TTY 800-766-4952 | 8:30 a.m. – 8:00 p.m., ET weekdays

Frequently Asked Questions:

How do I update my beneficiaries?

After logging into the secure site, navigate to the My Profile tile. Click on Beneficiaries and complete the online form. If you are married, your Plan requires your spouse as primary beneficiary to receive 100% unless spousal consent is obtained in the event of your death. Complete the following beneficiary information as such. To designate a different beneficiary, you will need to complete a paper beneficiary form. Spousal consent will be required upon submission of the paper form.

How do I rollover money into my 401(k) with PDS, Tech Inc.?

Step 1: After logging into the secure site, navigate to the Forms tile. Click on Incoming Rollover Request and complete the form. Follow the fax instructions or the mailing instructions on the form. Please note that the form needs to arrive prior to or at the same time the funds arrive to invest according to the allocations on the form.

Step 2: Contact the provider where your assets are currently recordkept and let them know that you would like to do a direct rollover to your 401(k) Plan with PDS Tech, Inc. Provide the payments instructions found on the PDS Tech, Inc. Incoming Rollover Request form. Need help? Call 855-576-7526 for assistance with this process.

Plan Information + Summary Plan Descriptions:

Aviation Employees – Plan # 169137-01
Summary Plan Description

Corporate Staff Employees – Plan # 169138-01
Summary Plan Description

Engineering Employees– Plan # 169139-01
Summary Plan Description

IT Employees – Plan # 169140-01
Summary Plan Description

Maritime Employees – Plan # 169141-01
Summary Plan Description