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THE ISLAND $AVINGS PLAN RESOURCE GUIDE The Island $avings Plan, the State of Hawai`i’s Deferred Compensation Plan, offers this Resource Guide to State and Neighbor Island employees as a helpful tool. This Guide takes you step-by-step through managing your Island $avings Plan account. There are instructions on accessing your account online and managing your investments through the Plan Web site. There’s also an overview on accessing your Plan account by phone through the toll-free Plan Information Line, either by using the automated system, or by speaking with an ING Participant Services Representative or Plan Consultant from the local office. OVERVIEW OF THE ISLAND $ AVINGS PLAN INFORMATION LINE MENU OPTIONS Here’s how to navigate through the Information Line's automated system. First dial 1-888-71-ALOHA (1-888-712-5642), and press “1” to enter the system. You will be prompted to enter your Social Security Number and Password. Then you will have the following options to choose from: PRESS ACCOUNT INFORMATION 1 Account balance 1 Fund performance 2 Daily fund prices 3 INVESTMENT ELECTIONS & CONTRIBUTION INFORMATION 2 Change contribution amount 2 Change investment allocations 3 TRANSFERS 3 Reallocate account 1 Transfer between funds 2 FORMS & DOCUMENTS 4 OTHER OPTIONS 5 Withdrawals 1 Automatic rebalancing 2 Password changes & Internet access 3 Password changes 1 Internet access 2 Main menu * EXIT THE INFORMATION LINE 9 SPEAK TO A ING PARTICIPANT SERVICES REPRESENTATIVE 0 (Available weekdays from 6:00 a.m. to 5:00 p.m. (HST) and Saturdays from 6:00 a.m. to 12:00 p.m. (HST), excluding New York Stock Exchange holidays.) Note: Transactions completed before 9:00 a.m. (HST) are effective the same business day (except Saturday, Sunday, and New York Stock Exchange holidays). Transactions completed at or after 9:00 a.m. (HST) are effective the next business day. Enrolling in the Island $avings Plan is easy — get and complete a Participation Enrollment Agreement form, then return it to the ING Honolulu office. HI.RESGUI.05.10 THE ISLAND $ AVINGS PLAN ALLOWS YOU TO EASILY MANAGE YOUR RETIREMENT ACCOUNT ONLINE OR OVER THE TELEPHONE – 24 HOURS A DAY, 7 DAYS A WEEK Online Account Access and Planning Tools Account Access by Phone: 1-888-71-ALOHA (1-888-712-5642) The Island $avings Plan Web site at https://islandsavings.ingplans.com allows you to The Island $avings Plan has an automated toll-free Information Line that view your account information, process transactions, update personal data, and provides you with account access, investment information, and the ability to access a variety of interactive financial planning tools. The Island $avings Plan Web make transactions. site is a convenient way to manage your account! Accessing The Island $avings Plan Information Line IMPORTANT INFORMATION Accessing The Island $avings Plan Web Site Call the Island $avings Plan Information Line at 1-888-71-ALOHA (1-888-712-5642). Log on to https://islandsavings.ingplans.com. Press “1” to access the automated system. Enter your Social Security Number. G E T T I N G A PA RT I C I PAT I O N Enter your Social Security Number. ENROLLMENT AGREEMENT Enter your Password. Enter your Password. FORM TO JOIN THE Click on “Login.” I S L A N D $ AV I N G S P L A N Using your keypad, select the appropriate menu option. You must first activate your access by clicking on You must complete a Participation “Activate Internet Access,” then click on “OK.” Expert Assistance By Phone or In Person Enrollment Agreement form to join The Island $avings Plan provides you with personalized support from Participant the Island $avings Plan. Services Representatives and Plan Consultants. This form is available on the W H AT Y O U C A N D O AT H T T P S :// I S L A N D S AV I N G S . I N G P L A N S . C O M Island $avings Plan Web site ING Participant Services Representatives at https://islandsavings.ingplans.com 24-hour Account Access and Information Financial Resource Center ING Participant Services Representatives can answer questions about the Island in the “Forms” section, at the ING • Check Balances Access to Financial Tools $avings Plan, help you access your account balance, and process all transactions. Honolulu office, or by calling the • Manage Investments • Interactive Calculators Island $avings Plan Information Line • View and Download • I-Chat Transcripts To reach a ING Participant Services Representative, call 1-888-71-ALOHA at 1-888-71-ALOHA (1-888-712- Announcements and (1-888-712-5642) and press “1.” Once you enter the automated system, enter your Education 5642) and requesting an enrollment Plan Information Online Social Security Number and your Password, and press “0.” ING Participant Services • Retirement Planning form from a ING Participant Services Representatives are available weekdays from 6:00 a.m. to 5:00 p.m. (HST) and Statements • Personal Finance Representative. ING Participant Saturdays from 6:00 a.m. to 12:00 p.m. (HST), excluding New York Stock • Check Fund Performance • Estate Planning Services Representatives are Exchange holidays. • Review Plan Details • Family and Finance available weekdays from 6:00 a.m. • Download Forms to 5:00 p.m. (HST) and Saturdays Plan Consultants from 6:00 a.m. to 12:00 p.m. (HST), Plan Consultants travel across the state conducting Island $avings Plan workshops in excluding New York Stock Exchange You will receive a confirmation number after each transaction you perform. state and county offices. They are also available weekdays at the local Honolulu Please keep it for future reference. holidays. office to meet with employees individually, to review either your investments or your retirement savings strategy. Return your completed form, by Note: Transactions completed before 9:00 a.m. (HST) are effective the same business day (except Saturday, Sunday, and New York Stock Exchange holidays). Transactions completed at or after 9:00 a.m. (HST) are mail or in person, to the ING effective the next business day. To reach an Plan Consultant at the local Honolulu office, or to find out when there is Honolulu office: ING, 1003 Bishop a workshop in your area, call 1-888-71-ALOHA (1-888-712-5642) and press “2.” Street, Pauahi Tower, Suite 1160, Workshop schedules are also available online at https://islandsavings.ingplans.com. Honolulu, Hawai`i 96813. IF YOU LOST YOUR PASSWORD Plan Consultants are at the office weekdays from 8:00 a.m. to 5:00 p.m. (HST). After receiving your enrollment OR NEED A PASSWORD REMINDER As an Island $avings Plan participant, you may visit the local Honolulu office during form, ING will mail you a Password. regular office hours to meet with a Plan Consultant. We encourage you to make an You can use this Password to access Call 1-888-71-ALOHA (1-888-712-5642) your account either online or via the appointment in advance to ensure that one will be available during your visit. The weekdays from 6:00 a.m. to 5:00 p.m. office is located at 1003 Bishop Street, Suite 1160, Pauahi Tower, Honolulu, toll-free Information Line. (HST) and Saturdays from 6:00 a.m. to Hawai`i, 96813. For your convenience, public parking is available at Bishop Square 12:00 p.m. (HST). Parking, 1003 Bishop Street. (Entrance to the parking garage is located on Alakea Street.) • Press “1” to access the automated system. • Enter your Social Security Number. • Press “1” to receive a Password reminder.
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