Welcome Education-Related Employers!
The Iowa Retirement Investors' Club (RIC) is pleased to provide diversified, competitive, and, in several provider products, low-cost 403b plan investments and services to you and your employees. Thank you for participating!
- View video demonstrations of:
Uploading demographic files
Editing employment status manually
- 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.
- Employer-specific plan information such as eligibility requirements, types of allowable contributions, in-service distribution options, provider exchange options, etc. is available here.
- Adding the 457 plan- 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.
Employer Documents
- Maximum Contributions Spreadsheet
- Employer Event/Action Requirements
- Universal Avail Notice (UAN) - 2023, 2024
- Adoption Agreement
- RIC Forms and documents
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, contact RIC.