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Areas of Interest
Click on the member login button shown above in the reference menu to go to the login screen to access your account. The first time you log on you will be required to create a username and your pin number. After you log on, you will have the ability to do the following:
To access your account by telephone, call the voice response system at 1-877-715-4015, and provide the following information:
Available Monday through Friday, between 9:00 am and 8:00 pm EST. If you have lost or forgotten your PIN number, you can call the service center to obtain a temporary PIN via the phone. You will be required to provide verification of your identity by answering a few questions on a recorded line. Then you will be provided a temporary PIN number that expires within 24 hours. When using this temporary PIN number to access your account, you will be prompted to change the PIN to a permanent one of your choosing. If you are calling the service center without a PIN number, please press 0 to be connected to a customer service representative.
Direct Contact Information: Retirement Service
Center
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Annuity & Savings FundExciting changes are on the way, effective August 1, 2010, United Bank Wealth Management, headquartered in Charleston, West Virginia, will be appointed record keeper for your plan. Due to the transition, you will not be able to make changes to your current account after July 22, 2010. Your plan will be in a transition period until the conversion process is complete. During the transition period, you will not be able to request distributions or make changes to your investment elections and account balances. Though you are not required to take any action prior to the blackout period, you should review the Sarbanes-Oxley Blackout Notice (link below), which was mailed to you on June 22, 2010, for the details of this brief restriction on your ability to effect transactions within your individual plan account. SARBANES-OXLEY BLACKOUT NOTICE
The services provided to you by United Bank Wealth Management will allow you to call, or log in through the Internet at (website), 24 hours a day, seven days a week. You and only you will be able to access information about your account. Your privacy will be protected. When you call or log in, you will need your Access Code, user ID, and user password (this information will be provided to you by US Mail when you become a participant in the Fund). For free investment advice, you can contact SteelOaks Investment Advisers at 1-888-811-2855 and ask to speak with either:
When you become a participant you will have to make some important decisions as to how you want to allocate your assets (meaning the contributions made to the Fund). Asset allocation simply means how you invest your money among the different asset classes, such as the mutual funds which are available for investment. Asset allocation is important because it helps to diversify your investments and is a powerful strategy for balancing risk and return. You are able to choose from the following mutual funds for investment:
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