Managing Your EXPAND IRA

We’re here to help you save for your retirement.

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Your EXPAND IRA Includes Financial Coaching and Professional Investment Advice

Your EXPAND account is no ordinary IRA. It comes with financial coaching and professional investment advice. Not automated, robotic self-service. EXPAND is real people with knowledge and experience ready to help you reach your retirement goals.

We’ll take responsibility for the heavy lifting of selecting, monitoring and updating the investments in your account. It’s all about making it easy for you to invest for your future.

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Log in to your EXPAND IRA:

View Your Balance

Make Contributions

Rollover to Another IRA

Withdraw Money

Rollover to Another Employer Plan

We’re happy to help. Call us.

If you need help or have questions, please call EXPAND at 720.387.8158 ext. 6 or email us. Reach us Monday through Friday from 8 AM to 5 PM CST.