How to Update Personal Information

Where can I change my personal information such as retirement date or life expectancy?

You can update your personal and retirement information from the Personal Information section in Plan Settings.

To make changes:

  1. Click on Plan Settings in the navigation menu.
  2. Select the Personal Information tab.
  3. Review or update your:
    • First and Last name
    • Date of birth
    • Retirement date
    • Salary
    • Annual raise 
    • Life expectancy
  4. Add or remove a spouse, if needed.
  5. Your changes will automatically save.

Keeping this information up to date helps ensure that your retirement timeline, income projections, and other plan calculations are based on accurate assumptions.

personal info

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