Do you have a retirement plan through your employer?
Workplace Wealth™ is the place to manage that account.
Looking for something specific?
Log In to your Account
To view your current account balance, log in here. Other changes, like changing your contribution amount or obtaining a copy of your plan documents, can be made without logging in.
Change Contribution Amounts
If you’re looking to contribute more or less money to your workplace retirement plan, this is the place to do it. Your updated instructions will be sent to your advisor and employer.
Calculators & Resources
These interactive tools can help you obtain an edge when it comes to building wealth. But the ultimate resource is your advisor. Don’t hesitate to contact us for reliable, tailored advice.
Speak with your Advisor
If you’re seeking advice about what to invest in, please reach out! Your advisor is always available to assist with your financial plan and management of your accounts - even outside held accounts.
phone : 616-953-9900
email : wealth@abbit.biz
Explore Rollover Options
You may have accumulated several retirement accounts in different places over the years, including 401(k) plans from previous employers. Find out how you may simplify your overall financial situation.
Request Your Plan Documents
Do you need a copy of your workplace investment plan documents? They are not available online, but you can request them from your advisor by filling out the plan document request form. We will send them to you via email.