Find a Location Near You
Austin Headquarters
900 S Capital of Texas Hwy, Ste 350
Austin, TX 78746
Office: 512-600-5200
Fax: 512-600-5300
Dallas
15455 Dallas Parkway, Ste 600
Addison, TX 75001
Office: 402-304-9200
Fax: 512-306-9959
Fort Worth
101 Summit Ave, Ste 215
Ft Worth, TX, 76102
Office: 682-239-6512
Fax: 512-306-9959
San Diego
9255 Towne Centre Drive, Ste. 805
San Diego, CA 92121
Office: 858-203-1310
Temecula
41635 Enterprise Circle North, Ste. A
Temecula, CA 92590
Office: 951-719-1515
Talk to a Financial Advisor
Our team of professional advisors can help you take your next financial step.
Contact Us
800-943-9179
Live assistance when you need it.
Business hours:
Monday through Friday, 8AM – 7PM CST
Find Plan Information & Forms
Looking for a specific document or form from your existing employer plan? Finding it is super easy. Visit our Plan Information portal and search using your employer’s name.
Track Distribution
Have you submitted a loan or distribution request? You can check the status online by checking our Distribution Tracker.
Note: Please allow up to five days from your submission date to check the status.
Submit your Form
Ready to submit your paperwork? Submit a form.
RAMS/CalSTRS
Looking to access your RAMS or CalSTRS account? Click here..