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Account Services

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With NBT Financial Group, help is just a phone call away. Employees can speak with one of our Participant Service Center representatives during our normal weekday hours. These representatives provide assistance with many plan-related matters, including:

  • Our website and toll-free automated phone system
  • Account information
  • Transaction requests (such as transfers, distributions and loans)

With NBT Financial Group, your employees can access their 401(k) plan account 24 hours a day, 7 days a week. Our user-friendly website provides a variety of information and services, including:

  • Enrolling in the plan
  • Reviewing account balances
  • Making transfers
  • Rebalancing investments
  • Changing deferral percentages
  • Modeling and initiating loans
  • Updating personal information
  • Researching investment options
  • Obtaining investment guidance through the MasteryPOINT program
If web access is not an option, employees have around-the-clock access to plan information and services through our toll-free automated phone system.