The Summary Plan Description (SPD) should include your plan's claims procedures. Usually, you fill out the required paperwork and submit it to the plan.Bexar County offers employees a competitive salary, retirement, and benefits. Although there is no list of approved investments for retirement plans, there are special rules contained in ERISA that apply to retirement plan investments. A QDRO is a legal order subsequent to a divorce or legal separation that splits and changes ownership of a retirement plan. To update investment elections for your current balance or future contributions, log in to your account at principal. Com or call us at 800.547. 7754. By following these steps, you can set up a 401(k) plan and choose investments that align with your longterm financial goals and objectives.