planwithease.com®

To help keep your retirement plan in compliance with the latest regulations, your Plan Sponsor has selected planwithease.com to administer your plan. Once you access your account, planwithease.com will act on your Plan Sponsor’s behalf to review and approve loan and withdrawal requests under the plan, in accordance with IRS regulations.

To ensure that you receive required information from planwithease.com, please add customerservice@planwithease.com to your email contacts list, to ensure that you receive all communications from planwithease.com.

Video Demonstration
Watch a brief video for an overview of how planwithease.com can be used to manage your retirement account.

Log In to planwithease.com
To log in to planwithease.com, select “planwithease.com” in the Account Login section of the Home page. Your initial User ID is your nine-digit Social Security number, and your Password is your birth date in MMYY format (e.g., enter 0170 for January, 1970). When you log in for the first time, you will be required to select and answer three security questions. You will then be required to create a unique User ID and Password.

Once logged in, you can view your personal information and provide your email address to complete your initial log in. All other information changes should be made through your employer.

  • If you are eligible to participate in the plan, but have not yet enrolled, your personal information (as provided by your employer) is the only information planwithease.com will maintain and the only information you can view. Once you complete the enrollment process (including a Salary Reduction Agreement, if applicable), you will be able to access additional information on planwithease.com.
  • If you are already enrolled in the plan, you can view a summary of your account, showing each of your Investment Providers and your contract information.

Requesting Approval for Distributions
If you are at a stage in your life when you need to access funds from your retirement plan through a loan, hardship or other type of withdrawal that is available under your Plan, planwithease.com is the central location through which you will obtain the necessary approvals. If you need to take a distribution from your account, select “Request Transactions” from the top menu in planwithease.com and then select the type of distribution desired. The options available to you will be determined by your plan’s guidelines and your eligibility for the requested distribution. Follow the instructions on screen to submit your request. Some distribution requests require additional documentation be mailed or faxed to planwithease.com for review before approval can be granted.

Obtaining Approval Certificate
After you have successfully completed the request and been approved, you will receive an online notice confirming your request and alerting you that an Approval Certificate is available for download. A link to the Certificate will appear on screen. In addition, the Certificate can also be found by selecting “Documents” from the top menu in planwithease.com and then “Reports/Letters”. The Certificate confirms the details of your request and is required by your Investment Provider.

Requesting Distribution of Assets from Your Account(s)
Once you have an Approval Certificate from planwithease.com, you can contact your Investment Provider to initiate the distribution of assets from your retirement plan. Your Investment Provider will require that you provide a copy of the Approval Certificate. The Certificate serves as your employer’s signature and authorization for your distribution request. Your Investment Provider may apply contractual terms and restrictions in addition to your plan’s provisions.

Contacting planwithease.com
There are several ways to contact planwithease.com:

Email

customerservice@planwithease.com

Please provide your full name, daytime phone number, Employer's name and a brief explanation of your problem or question. A Customer Service Associate will respond within two business days via email or phone.

Telephone

1-855-464-6928

Customer Service Associates are available for plan participants Monday-Friday, 8 AM to 6 PM (Central time). Associates are authorized to speak only with plan participants to provide log in assistance or help with site navigation. All loan and withdrawal requests must be submitted through planwithease.com.

Fax

1-866-771-5047

Please be sure to include a cover page with your full name, daytime phone number, Employer's name and a brief explanation of your problem or question.

Postal Mail

planwithease.com
P.O. Box 5054
Minot, ND 58702

Send regular mail to this address.

Overnight Mail

planwithease.com
2000 21st Avenue NW
Minot, ND 58702

Send overnight/express mail to this address.

 

Voya Retirement Insurance and Annuity Company, One Orange Way, Windsor, CT 06095-4774, a wholly owned, indirect subsidiary of Voya Financial, Inc. (NYSE: VOYA), provides these plan administration services under the trade name planwithease.com®. planwithease.com services may not be available in all states.