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WSU Retirement Manager

We are pleased to inform you that we will open a new full service retirement planning site, called Retirement Manager on January 3, 2012.

As you may be aware, the IRS issued new regulations for all 403(b) plans effective with plan years beginning on or after January 1, 2009. The new final regulations require the plan sponsor to ensure that all loans, hardship withdrawals, in-service withdrawals, and normal distributions are properly made, with all of the pertinent rules followed closely. Retirement Manager will ensure compliance with the IRS new regulations by collecting data from all WSU approved vendors in order to properly perform the non- discrimination (and contribution limits) tests as well as to ensure that all loans and distributions follow the regulations.

Below you will find a partial listing of the features that will be included within Wright State University's new Retirement Manager Website:

• On-line enrollment and changes in contributions for both 403(b) and 457(b) plans. For questions and enrollment into the Ohio Deferred Compensation 457(b) program, you will need to continue to contact Ohio Deferred Compensation directly.
  
  
• Distribution certificates that can be used with your provider for release of funds for IRS approved distributions-no longer necessary to request Wright State University's approval and signature.
  
  
• Electronic remittance of employee deferrals and ARP contributions to facilitate more timely deposits to employee retirement accounts and their selected provider.
  
  
• Retirement and Financial Planning Tools.
  
  
• One-site data feeds from all Wright State University approved 403(b), 457(b) and ARP providers that permit one-site planning account information. May change contribution allocations to vendors without having to request forms. Only for 403(b) and 457(b) plans.

Please view the following link for an on-line demonstration of Wright State University's Retirement Manager Website at http://www.brainshark.com/valic/vu?pi=zILzZoYtnzlSxz0&dm=5&pause=1&nrs=1

Retirement Manager Website
https://www.myretirementmanager.com/?wsu

Quick Reference Guide for Website

Frequently Asked Questions

Retirement Manager Notice

Retirement Manager Handout

Retirement Manager Customer Support   (1-866-294-7950)

Monday through Friday 7am-6pm Central Time

Wright State University is pleased to make Retirement Manager available in an effort to create a more efficient and user friendly environment that permits access 24/7 to the site and tools. Look for more information to be sent in the coming weeks on the Wright State University's Human Resource Website.

HR Home > Benefits > Healthcare > Retirement Information > Retirement Manager

Photos by CTL, Will Jones, Barbara Weinert-McBee, & Michael Leschisin.

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Last updated: Mon. Jan-09-12, 09:51
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