Account Login

If you have received a login from Jordan & Associates Retirement Services, enter it here to access your secure portal account. If you have not yet received your login information and would like to access or upload documents online, please contact us.

Using this secure portal you will be able to access files and documents including (but not limited to);

  • Plan Adoption Agreement
  • Summary Plan Provision
  • Administrative Forms Packages
  • The Administration Guide
  • 5500 Forms Filing