TPA Help for 403b transactions

TPA Help for Employees (ERE)

• Login instructions
• Participant User Guide
• Accessing your money

Log into: 

Toll-free planwithease assistance 855-464-6928 

When can I take a distribution?

What is the process to request a transaction?

How do I request a cash withdrawal?

How do I request a loan?

How do I request a hardship withdrawal?

How do I request a Rollover out of the plan?

How do I request a Rollover into the plan?

How do I request a provider exchange?  (see more exchange information)

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.

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.