403b Employers

Topics:

RIC Education-Related

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- View a copy of the "Adding the 457/401a" handout.
  • 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

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.