Using Phone Services

You can use the AssetMark 401(k) Plan phone-based services to access your account information and to provide trading instructions. These phone-based services are delivered through a Voice Response Unit (VRU). Using the VRU, you can:

This information is available to you 24 hours a day, seven days a week. If you need personal assistance while using phone-based services, you can reach a Daily Valuation Group phone representative between 7:30 a.m. and 5 p.m. (Mountain Time), Monday through Friday.

To access the VRU, you'll need a touch-tone phone, your PIN and your Social Security number. Once you connect with the VRU, voice instructions guide you through each step of the VRU's services.

To use the VRU:

1. Call 1-800-553-4337.
2. After you hear the greeting, press "1".
3. Enter your Social Security number.
4. Enter your PIN and press #.

The first time that you use the VRU, your PIN will be the last four digits of your Social Security number. Please change your PIN to a series of numbers you choose. Remember to select an easily-remembered PIN and to write down your PIN in a safe place for future reference.