Welcome Employers!

image of professional employersThe Iowa Retirement Investors' Club (RIC) is pleased to provide diversified, competitive, low-cost 403b plan investments and services to you and your employees. Thank you for participating!


  • Toll-free number for planwithease help! Anytime a participant or advisor asks for help with a transaction, please provide the toll-free planwithease help number 855-464-6928 or direct them to the TPA Help For Employees page for planwithease login instructions and how-to steps for completing a transaction request.
     
  • image of apples-one redEmployer-specific plan information such as eligibility requirements, types of allowable contributions, in-service distribution options, provider exchange options, etc. is available here.
     
  • 403b Program Overview Presentation- This presentation covers the 403b program features, benefits, basic investment information, instructions for enrollment, as well as reasons to save for retirement. "RIC 403b Program Overview" (38 minutes) is a pre-recorded presentation that may be viewed in one sitting or paused and resumed later.
     
  • Distribution Presentation- Employees may ask what options for distribution are available in their RIC 403b plan. This presentation explains ways to best utilize RIC 403b accounts just prior to and in retirement. "Distributions Your Way" (38 minutes) is a pre-recorded presentation that may be viewed in one sitting or paused and resumed later.
     
  • Adding the 457 plan- For a copy of the 457/401a "Feathering the Nest Egg" presentation slides used at the October 27, 2011 IASBO conference, click here. For a copy of the "Adding the 457/401a" handout, click here.
     
  • Visit the TPA Help For Administrators page for easy how-to steps on keeping planwithease (pwe) information up-to-date and giving employees the ability to transact quickly.

Return to Top

 

Employer Documents

Return to Top

 

Special Pay Plans

A special pay plan is a plan designed to help employers deliver post-retirement benefit money to former employees. Benefit payments are required to be deposited into the retiree's 403b (tax-sheltered annuity) account for up to five years after retirement. For more information see:

Return to Top

logo of Iowa Retirement Investors' Club
Education-Related Employees

 


Quick Links

Employer plan details
Resource Bank
planwithease help - Employees
planwithease help-Administrators
Employer documents
Email us
Event/Action Chart
Special Pay Plans