Establishing your plan is just the beginning. As a Safeguard client, you’ll have ongoing access to general guidance and plan support at no additional cost. Most questions can be quickly answered through our online Learning Center, which is designed to help you navigate IRS rules, contribution limits, and common investment scenarios with ease.

When you need more personalized help, our team is also available to provide plan-level support to help you use your account confidently and stay on track.