A Guide to Online Enrollment - Instructions for New Web Users
Your elections and changes will not be processed until all enrollment steps are completed and submitted. You will receive confirmation upon completion.
Go to www.Alliance-Plan.com
Click on New User to get started.
Upon selecting New User, you will begin the first section, which asks you questions that initiate the enrollment process and establish security protocol.
A. Enter your Social Security Number (without dashes), Birth Date (MM/DD/YYYY) and Zip Code (5 digits only), then click Next.
B. For security, once again enter your birthdate and zip code, and click Next.
C. Security Questions
From the drop down menus, choose three different questions and fill in your answers. These will be used in the future to verify your identity when logging in from a new computer or mobile device. When finished, click Submit.
Within the 4 dropdown menus on the screen, you must review and/or enter information as listed below.
A. Your Personal Information
Review the information listed to ensure that it is accurate. If your address is not correct, you must contact your Plan Administrator immediately to have the information updated. In addition, for setup of Multi-Factor Authentication, you are required to enter a mobile phone number and confirm that phone can receive text messages.
B. Email
For setup of Multi-Factor Authentication, you are required to enter a “One Time PIN” email address. You may also enter a home and/or office email address. Choose where you’d prefer emails to be sent, and if you wish to receive statements electronically.
Your email will ONLY be used for plan-related communications such as Multi-Factor Authentication, transaction confirmations, and important messages.
C. Username Information
Enter your new Username and Password. Your Username must be 6-12 characters in length, and your password must be 8-30 characters in length. In addition, both must contain at least one letter and one number.
D. Security Question
You may review your security question responses from the previous step. Click Next.
To begin enrolling, click Next. Then click the “I agree” checkbox and Continue.
Click Let’s Get Started to begin enrollment. Then, watch the welcome video or click Continue.
Review and update your information, if necessary. Click Continue.
To ensure accurate guidance, enter your current salary as well as any current retirement assets that you may have. Click Continue.
There are two paths for choosing your investments:
1. Choose For Me will automatically place you into the plan’s default investment.
2. Choose Myself gives you the option to choose from among the available core fund choices.
Choose For Me - If you select this option, the plan’s default investment choice will show on the following screen. Click Save and Continue to confirm your election.
Choose Myself - If you select this option, a list of the available investments will display. You must select whole percentages totaling 100% from amongst the available investment choices. Click Save to confirm your election.
Click Continue to edit these selections.
This screen is interactive and will update as you make changes. You may update your deferral rate, retirement goals, and/or investments to improve the projection and your retirement outcome. Click Continue to confirm your selections.
Enter Beneficiary Information for primary and secondary (contingent) beneficiaries. Beneficiary totals must add up to 100%. Click Continue.
If you are married, spousal consent is required should you designate anyone other than your spouse as your primary beneficiary. Please contact your plan sponsor for the Consent of Spouse Form and Waiver. Your spouse must sign this form in the presence of a Plan Representative or a Notary.
Review your entries to verify that they are correct and click Authorize.
Once complete, we recommend logging out and logging back in. This will allow you to access features such as loans and withdrawals.