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Participant Services

Cooperative employees participating in the 401(k) plan are our ultimate customers. Milliman provides participants with timely information about retirement planning and investment strategies in Participant Plan Folders, the Summary Plan Description, professionally managed seminars and educational meetings, and Market Commentary, which is included with each participant’s statement.

“Anytime” account information and transactions

Participants are given access to a toll-free 401(k) hotline and an online Web Service Center, so they can access account information, manage their portfolios, and initiate transactions 24-hours a day, 7-days a week. Additional anytime-information includes:

  • InvestMapTM
  • An online investment advice module
  • Automatic rebalancing of accounts

Participants can also access investment advice through the investment advice program and professionally managed accounts, or get their plan questions answered by customer service representatives.

Total Retirement Readiness

Use PlanAhead for Retirement and include your pension benefits to help project a more complete retirement readiness picture. For more information, log on to

Next steps