Workplace Retirement Plan Participants

Welcome to American Century Investments®

Use the information below to help you manage the following types of workplace retirement plan accounts:

  • 401(a), 403(b) and 457(b) Plans
  • Money Purchase Pension/Profit Sharing Plans
  • 401(k) Plans

If American Century Investments does not maintain individual participant accounts for your retirement plan, or if you have a personal, business, foundation, or endowment account, please refer to Personal and Business Accounts. Due to unique guidelines associated with certain account types, some of the services described in this guide may not apply. If a service is not available for an account type, we have indicated that next to the service.

  • Track Your Investments
  • Transact On Your Account
  • Manage Your Account

Ways to Track Your Investments


Automated Information Line

Quarterly Statements


Important Investing Guidelines

You will find applications under the Open Account link and you can find the most requested forms to transact or establish services by visiting Forms & Applications. You can also contact us for any applications and forms.

Before you make a transaction, keep in mind the following:

Excessive Trading

Your Instructions Are Final


Right to Change Policies

Add to an Account 

Establish Investment Instructions

Make Additional Investments


Exchange between American Century Investments' funds by mailing or faxing written instructions, signed by the appropriate number of authorized individuals. If your employer has authorized participants to exchange without receiving prior plan approval, you may also request exchanges by telephone or online.

Rules that Apply

Exchange Automatically


401(a), 403(b), 457(b) and Qualified Retirement Plans


Payment Methods

Holding Periods

Signature Guarantee

Where to Get a Signature Guarantee

Change Your Address/Phone Number

Log In and select the My Profile link. Select the Update Mailing Address & Phone Number link and follow the prompts. Need a Log In? Register here.

Change Your Bank Information

Mail or fax written instructions and provide a preprinted, voided check. Please refer to your Social Security or other Tax Identification number.

To help protect you from fraud, each time you change your bank information, a 7 calendar day holding period goes into effect before any redemption proceeds will be transferred or wired to your bank.

Change Your Name

If you change your name, please complete a Notice of Name Change  form. If you change your name for reasons other than marriage or divorce, please also include legal documentation supporting your name change with the form.

Designate or Change a Beneficiary

Periodically review your beneficiary designation, especially if there has been a change in your family status, such as marriage, divorce, death, or birth/adoption of children. Learn how you can change your beneficiary information online.

Request Account Research

You may request research into your account history. A $15 per hour fee may apply.

This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice. There are different options available for your retirement plan investments. You should consider all options before making a decision. Our representatives can help you evaluate all of your distribution options.