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TPA Help for Employees

Toll-free planwithease assistance 855-464-6928

 


Distribution Eligibility

You may access your 403b money:

  • When you have terminated employment
  • When you reach age 59 ½
  • To purchase eligible IPERS credits (non-taxable transfer)
  • For an approved loan (see your plan details for availability)
  • For an approved hardship (available loans must be taken first)

To request a transaction, see Transaction Request Process below.Return to top

 

 

Transaction Request Process

To make a request, you will need to follow these simple steps. Download illustrated instructions here.

  1. Call your provider for the provider’s forms
  2. Log in to PWE’s website at https://planwithease.beready2retire.com/ (login instructions)
  3. Request approval of the transaction
  4. Print the approval letter
  5. Submit the approval letter and provider’s form(s) to the provider.

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Education-Related Employees
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