Other Retirement Planning Tools

Looking for assistance on some features of your retirement plan? Our pre-recorded training presentations can help.

Making Investment Elections

This 27 minute presentation is designed for Investment Choice participants who want to learn more about their investment options.

Making Investment Elections (WebEx Recorded File)

Your 401(k) Plan - A Plan for a Secure Retirement

Appropriate for new participants to the Investment Choice plan, this recording shows the ins and outs of a 401(k) plan.

Enrollment Presentation -  Your 401(k) Plan - A Plan for a Secure Retirement(WebEx Recorded File)

Enrollment Presentation Now Available in Spanish!

Direct and Indirect Rollovers

Distributions from your NADART retirement plan may be eligible for rollover, which delays the taxation of your benefit. What is the difference between the two basic types of rollovers? View this six minute presentation to help you decide what will work best in your circumstances.

Direct and Indirect Rollovers: A Guide to Navigating Your Rollover Options (WebEx Recorded File)

Loans (for Investment Choice plan participants only)

If you are considering taking a loan from your 401(k) plan, this less-than-six minute presentation is for you. Modeling a loan on PlanWeb doesn't have to be a mystery! Please note that not all plans allow loans. Check with your plan coordinator or the NADART Plan Information Center to verify if loans are available under your plan.

Modeling a Participant Loan on PlanWeb (WebEx Recorded File)

Transfers and Future Elections

PlanWeb offers an easy way for you to direct the investment of your retirement savings. This seven minute presentation can show you how to use PlanWeb to change the investment instructions for your current balance AND provide instructions for the investment of new contributions as they are submitted by your employer.

Directing Your Investments: Transfers and Future Elections (WebEx Recorded File)