Convenient Access To Your Retirement Account


Alerus Financial buys the Retirement Record Keeping division of Acclaim Benefits, Inc.

• View investment balances, election percentages, loan information, and transaction history
• Move money between investment choices or change the way your contributions are invested
• Request loans and/or distributions (*)
• View historical investment performance and investment descriptions (*)
• Use retirement planning tools to plan for the future (*)

      * Options vary with plan parameters

• Access participant-level account information using a Master PIN
• Check on the status of new plan conversions
• Log into your trust account web system
• View plan-level information, including fund market values, percentage
  of assets in each fund, and number of participants holding each fund
• Access on-line administrative reports
• View plan-level voice and web usage reports
• Complete an on-line sponsor survey

• Access participant-level account information using a Master PIN
• View plan-level information, including fund market values, percentage
  of assets in each fund, and number of participants holding each fund
• Access on-line administrative reports
• View plan-level voice and web usage reports