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