Account Confidentiality:
Your employer, benefits coordinator and retirement plan adviser have a responsibility to maintain the confidentiality of your account.
Because you have a participant directed retirement plan you have the right to consult an outside source (financial professional or family member) for assistance with your retirement plan. However you can not transfer the responsibility of obtaining account information to the outside source. If you have specific issues for discussion, need account access information, etc., you must either make the request in person or in writing with your signature.
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