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 Weekly Homily
 Pastoral Letter of
Sept 20, 2004
 

In order to utilize the web page to check on your 401 (K) Plan you will need to obtain a pin number by calling 877/659-6995 and following the instructions listed on the web site which can be obtained by clicking on the button below.

401 (K) Plan

The advice account - Planning for your financial goals

Your Personal guide to a Secure future

The Advice Account

Now part of The Archdiocese of New Orleans 401 (K) Plan.
The Advice Account is a new feature of your 401 (K) Plan.  You can now get personal investment advice and planning for your future.  One phone call puts you in touch with a qualified Advice Account Financial Advisor.

You can receive:  

bullet A free initial consultation
bullet On-going access to personal advisors
bullet Personalized statements and projections
bullet Flexibility to use and include all fund options.

It's convenient.

Just call The Archdiocese of New Orleans 401 (K) Plan Information Line toll-free at (877) 659-6995 and press [3] to be connected to an Advisor.  Advice Account Financial Advisors are available weekdays from 7:00 a.m. - 7:00 p.m. CST.

First Time Callers:  Press 2 to access the Main Menu, and then press 2 for Contributions and Investments.

Enrolled Participants:  Press 2 for the Main Menu, and follow the functions below.

Main Menu Functions:

  1. Account Balance:  Get your account balance(s), fund performance and fund prices.
  2. Contributions and Investments:  Enroll in the plan, change your contribution rate and/or change your investment elections.
  3. Transfers:  Process reallocation transfers among investment funds.
  4. Request Forms:  Request investment fund information, a beneficiary form, tax information notice and other necessary forms.
  5. Other Options Menu:  This will be transfer you to the OTHER OPTIONS MENU for withdrawals, loans and PIN changes.
  6. Exit Information Line:  Press to exit the information line.

 

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