Contact us Information about Plan Design Consultants, Inc. Participant Frequently Asked Questions (FAQ)

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Toll Free 800 Number: (800)772-2182. The first time you call enter your Social Security Number and a PIN of 1234. If you forget your PIN, call Plan Design Consultants, Inc. at (650) 341-3322. You can use the 800 number to listen to your account balance in each of the investment choices; transfer money between investment choices; and to listen to you investment allocation instructions and change them for the future. It is helpful to have a listing of the three digit fund numbers available when you make the call. 

Internet Access: www.plandesign.com This is the only Web site you need to know about for the retirement plan because it will take you every place you may want to go to get information about your account or the plan.  You can access your individual account, see the answers to the common questions you might have, reach a secure page set-up just for your company, and read many useful articles or use some great tools.  Go here right away and bookmark the location for easy future reference.

www.bestofamerica.com The above Web site will lead you here or you can go here directly.  If you go here directly in order to access your individual account, select the "Pensions/401(k)" and then select "Account Access" in the pop-up menu. If you have never accessed your account on-line before, you need to go to "Setup Access" first. You will need to know your case number. That number is listed on the bottom of the quarterly performance report. By accessing your account on this Web page, you can:

  • View your account balance in each investment option
  • Transfer money between investment choices
  • View/Change your standing investment instructions
  • Easily rebalance your portfolio.
  • View basic information about investment options (fund profiles)
  • View up to seven months of transaction history
  • View all issues of the quarterly participant newsletters
  • Many new features are under development

Investment Information: www.morningstar.com All of the very latest performance data and fund information is available to you.  Similar information is available in many places of the Internet. Samples of the information presented by Morningstar may be enclosed.

Nationwide Help Line: (888) 867-5175 The hours for the Helpline are Monday - Thursday from 4:30 AM - 6:00 PM PST and on Friday from 4:30 AM - 3:00 PM PST. Use this helpline if you are having problems accessing your account on the 800# or the Internet.

Other Questions: (650) 341-3322 This is the number for Plan Design Consultants, Inc. (the Third Party Administration company that coordinates the overall administration of the plan).