Welcome.

In November, your First Citizens Wealth retirement plan account will move to a new recordkeeping platform. This webpage will help set you up for a smooth and easy move - so you can stay focused on saving for your future.

Wherever you want to be, we can help you get there.

Everyone deserves to feel financially secure. We are committed to delivering the expert support you expect, personalized technology, and new ways to save. You’ll continue to enjoy the high-quality customer service and award-winning web experiences you have today—with ongoing enhancements to come. Wherever you want to be, we’ll help you get there.

We're making it easy.

No action is required on your part for your account to move.

Your service team will still be available to assist you at the same phone number you use today: 855-593-7279.

You'll still be able to log in to your employee website with your current username and password, even after your account has moved.

You'll see subtle design enhancements to the website over time.

Come back to this website as we get closer to November for more FAQs and a detailed timeline.

Important Dates

NOVEMBER 11

Last day to request a distribution

This is the last day to request a distribution or loan (if applicable) from your account until after the migration is complete. Requests must be made before 4:00 p.m. ET.

NOVEMBER 12

Last day to request investment election and deferral rate changes

This is the last day to request changes to your contribution investment elections or deferral rate. Requests must be made before 4:00 p.m. ET.

If you currently have a fractional percentage or dollar amount for your deferral or investment elections, please log in to your employee website and update your elections to a whole percentage or dollar amount no later than 1:00 p.m. ET, November 12, 2024. Otherwise, elections will be updated on your behalf. Learn more here.

NOVEMBER 13

Last day to request transactions

This is the last day to request transactions, including exchanges, until after the migration is complete. Requests must be made before 4:00 p.m. ET. Access to your online retirement account will also be paused as we begin the migration.

NOVEMBER 15

The migration begins

We’re working to ensure the move is smooth and easy.

NOVEMBER 15-17

You’ll experience a brief pause in access while we securely migrate your plan

Your assets will remain invested in the market during this period, but you’ll be temporarily unable to make changes to your account.

Your investments, deferral amount, investment elections, and any loan arrangement (if applicable) will remain the same—unless you have fractional percentages or dollar amounts for your deferral or investment elections. Learn more here.

WEEK OF NOVEMBER 18

Your account is ready

We’ll share more details about how to access your account as we get closer to your plan migration date.

READYSAVETM mobile app

After your retirement plan move is complete, you’ll get secure, one-touch access to your account with READYSAVE. Wherever you are in your retirement journey or in your day, READYSAVE can help you stay on track toward your goals with personalized insights and guidance—anytime, anywhere. Offered in English and Spanish. Available for iOS and Android. Full details to access the app will be provided when the move is complete.

Here's what you need to know.

On November 15, 2024, your First Citizens Wealth retirement plan account will move to a new recordkeeping platform. We look forward to supporting you as you continue to save for retirement.

Many of the experiences and features you value today will remain the same. For instance:

  • The username and password that you use to log into your account today will still work after your account moves to the new recordkeeping platform.
  • The web experience you’re used to will also be very similar once your account moves to the new recordkeeping platform.

Your account information will transfer to the new recordkeeping platform beginning on November 15, 2024. Your personal data will always be safe and secure. 

On the new recordkeeping platform, all deferral and investment elections must be in whole percentages. If you currently have a fractional percentage or dollar amount for your deferral or investment elections, please log in to your employee website and update your elections to a whole percentage or dollar amount no later than 1:00 p.m. ET, November 12, 2024. Otherwise, elections will be updated on your behalf. Learn more here.

 

Yes. Later in November, as we prepare to securely move your account to the new recordkeeping platform, there will be a short period of time during which you cannot request transactions. A detailed timeline will be available well ahead of your plan's move.

View in Spanish.

Financial wellness for your complete financial picture.

A well-rounded financial strategy includes saving for retirement—as well as managing debt, establishing an emergency fund, and budgeting for life events such as a new baby, college tuition, or buying a house. Financial Finesse, the country’s largest independent provider of unbiased workplace financial wellness programs,1 helps you build confidence in all aspects of your finances:

  • Virtual financial coaching with Aimee
  • Start with your personalized financial wellness score
  • Support your success with extensive tools and education
  • Track your progress with a dynamic action plan

 

1Source: Financial Finesse, 2020.

Transition Resources

Learn more about what you can expect.

Frequently Asked Questions