Update Your Beneficiaries

  1. Visit: yourplanaccess.net/retirementplanconsultants/

Type in your Username and Password,
as provided in your welcome letter

Select Role: Participant

Click the Login button

2. On the Participant Dashboard, select Manage Your Account

Click Edit Your Beneficiaries in order to update

3. Complete all of the required fields. These are marked with a red asterisks.

To add additional beneficiaries, select the ADD button

Once you have added all your desired beneficiaries, click SAVE button