My Markley Plan
Log-in to MyMarkleyPlan.comMy Markley Plan provides a customized round-the-clock, web-based, easy to manage, user-friendly recordkeeping system. The system supports retirement solutions such as Participant Directed 401(k) Plans, Profit Sharing Plans, 403(b) Plans, 457(b), or Trustee Directed Plans.
For Employers, this customized service provides:
- One centralized location to manage your plan
- Daily monitoring of your plan’s investments including connection to your Financial Advisor
- Alerts and reminders of important tasks
- Easy to use platform
Employees will enjoy:
- Single screen access to all critical data
- Online access and transaction capabilities, including paperless loan, rollover and distribution requests
- Online enrollment with automatic periodic rebalancing
- Financial Advisor contact information
- Downloadable statements with customized date ranges and personalized rate of return
If you’d like to demo mymarkleyplan.com, click here and use the login information below.
Demo Plan Sponsor Site
Login Name: markleysponsor
Password: password
Demo Participant Site
Login Name: markleyparticipant
Password: password
When visiting the demo site, please refrain from changing the password once you’ve entered. Also, since these are demo sites, we ask that you do not process any loans, distributions, etc.