Retirement Manager
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糖心原创 Retirement Manager
糖心原创 is pleased to make available in an effort to create a more efficient and user-friendly environment that permits access 24/7 to the site and tools. Retirement Manager is a full-service retirement planning site for use by current and former employees who wish to make transactions, such as contribution changes, withdrawals, transfers, etc. on their 403(b) and/or 457(b) plans.听 Features of Retirement Manager include, but aren鈥檛 limited to:
- More Control!听 Make changes to your contributions for 403(b) and 457(b) plans anytime, anywhere.听 Please note: For questions and enrollment into the Ohio Deferred Compensation 457(b) program, you will need to continue to contact Ohio Deferred Compensation directly.
- No WSU Signature Required!听 Obtain distribution certificates that can be used with your provider for the release of funds for IRS-approved distributions.
- Planning Tools! Online retirement and financial planning tools and resources.
- See It All! Single site data feeds from all WSU approved 403(b), 457(b), and ARP providers show your entire balance for all plans. 听
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Getting Started
Go to the . If you are a new user, please select the 鈥淚鈥檓 a New User鈥� link and follow the prompts. Please note, you will need your University ID (UID) number in order to establish an account.听
Please note, establishing a contribution in Retirement Manager does not 鈥渁utomatically鈥� establish your 403(b) or 457(b) account with the selected vendor. You still need to contact the selected vendor and work directly with them with regard to the establishment of an account and investment options.
If you would like to view an online demonstration of 糖心原创's Retirement Manager Website, visit the .
Retirement Manager has made available a Customer Support听line which is available to answer your questions and provide assistance with utilizing the website. Please call 866-294-7950, Monday through Friday 7 a.m.-6 p.m. Central Time, for assistance with the Retirement Manager website.
Retirement Manager Quick Reference Guide (PDF)
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Frequently Asked Questions
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Where can I find more information about 糖心原创鈥檚 Retirement Manager website?
- View an .
- Visit 糖心原创's website.
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Who do I contact for assistance setting up my account in Retirement Manager?
Please refer to the quick reference guide for a step by step on how to set up your account for the first time. Should you need assistance with this process, please contact Retirement Manager Customer Service at 1-866-294-7950 available Monday through Friday 7 a.m.鈥�6 p.m. Central Time.
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If an employee/participant would like to have a one-time single sum deferral request entered in to the system followed by a return to a lower deposit or suspended contribution can that be entered in to Retirement Manager?
Yes, the amount could be entered into retirement manager so long as it does not exceed the employee鈥檚 per-pay salary. Employee would then need to create another contribution change for the next payroll reducing the amount back to their regular deferral. If the amount is larger than their per-pay salary, they should contact 糖心原创 Human Resources Benefits for assistance.
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Are salary deferrals only available on a flat dollar amount?
Currently, employee can only select a specific dollar amount. Changes can be elected once per calendar month.
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Where can I find a listing of cut off dates for salary deferral changes?
A link will be added to the 糖心原创 Retirement Manager website. Also this information is available directly through the 糖心原创 Payroll Office website.
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Are In-service (age 59&1/2) distributions requested through Retirement Manager?
糖心原创鈥檚 403(b) plan currently permits in-service age 59&1/2 distributions. In-service age 59&1/2 distributions do not require a Retirement Manager distribution certificate as the vendor is permitted to authenticate date of birth information and can therefore validate the distribution directly.
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Are in-service 鈥渆xchanges鈥� between vendors requested through Retirement Manager?
In-service exchanges are to be initiated through RM and are permitted. Only 鈥渁ctive鈥� vendors currently approved within the 403(b) plan document specifications are permitted to receive in-service exchanges.
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Will this site be used for 糖心原创 (ARP) Alternative Retirement Plan participants?
Currently, Retirement Manager will be used for common remittances and an informational access view only. Employees will be able to see account balances on ARP plans. Distributions, Intra-Plan Transfers and rollovers will be processed through the Benefit office. No loans or hardships are available under 糖心原创鈥檚 ARP plan. The current ARP election process is not changing. Employees who elect ARP option versus STRS or OPERS complete the manual election form available on the 糖心原创 website. This initial election or change during annual ARP open enrollment process will not be completed through 糖心原创 Retirement Manager.
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