TPA Help for Employees

If you're a 403b employee, find everything you need to use planwithease.com including logging in, accessing your money, transactions, and more.

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Get started with planwithease.com

Need help? Call planwithease toll-free at 855-464-6928.

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Distribution eligibility

To access your money, download 403b funds access instructions for the planwithease portal. 

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)
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Transaction request process

To make a request, you will need to follow these simple steps and download the illustrated instructions:

  1. Call your provider for the provider’s forms
  2. Login to the planwithease website
  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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Frequently asked questions

Learn more about 403b plan details and common actions and requests:

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