ONE LINK TO YOUR FUTURE...Scenario – Landing Page (top) 8 Eligible Plans Employee Name. Campus...
Transcript of ONE LINK TO YOUR FUTURE...Scenario – Landing Page (top) 8 Eligible Plans Employee Name. Campus...
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ONE LINK TO YOUR FUTURE
Retirement@Work Overview
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Overview
• Retirement@Work® brings together information from all your plan’s investment providers in one spot to give you a more complete picture of your retirement savings
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Retirement@Work Requirement Overview for UH System1. Seamless Sign On (SSO) from the selected UH System
retirement benefits sites2. Online Salary Deferral Agreement with
• Percentage, dollar, and maximum deferral methods (can start, change, or stop)
• Ability to enter prior-employer and current-year contributions 3. Investment provider selection and links to all active
providers (TIAA, Fidelity, VALIC, Voya)4. Online Enrollment (Investment elections and beneficiary
designations)• For TIAA, this is integrated (no additional login)
• New Investment Lineup with funds presented in tiers5. Employee view of balances, loans, and hardships from all
providers6. New toll-free number for the R@W contact center (844-567-
9090)
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Updated Retirement Plan Portal
• Retirement@Work is replacing RetirementManager
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Seamless sign on through your campus
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Participant Experience Overview
Investment providers
TIAA Fidelity VALIC Voya
Multivendor Coordinator (MVC)
TIAAOnline salary deferral agreement/ Online enrollment
Confirmation statements
Investment and beneficiary elections
Reporting/ statements/ confirmations
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Eligibility notifications
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Additional Information
• Prior to R@W UHS had 6 selected vendors and 9 grandfathered vendors where contributions, loans, and hardships were processed. Starting 4/25 – only the 4 selected vendors will allow loans, contributions and hardships to be transacted
• TRS elections are completely outside of R@W
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Scenario – Landing Page (top)
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Eligible Plans
Employee Name
Campus Affiliation
Provider Links
Take Action
ORP Plan Description
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Scenario – Landing Page (bottom)
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TDA Plan Description
R@W Call Center
Education and Tools
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Scenario – Choose Your Contribution Amount
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ORP contribution message
Enter voluntary contribution for TDA
“Continue without additional contributions” link
Includes UHS cutoff dates
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Scenario – Choose Your Investment Providers
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Reminder to enroll at Investment Provider
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Scenario – Review Your Elections
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Scenario – Terms and Conditions
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Scenario - Confirmation
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Links to enrollment pages at selected investment providers
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Scenario – Open Your Investment Account
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Met Limit for Year
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ContributionLimit Message
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Existing Hire – With Balances from Retirement@Work
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Balancesfrom active providers are shown in R@W
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Existing Hire – With Withdrawal Information from Retirement@Work
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Distributionsfrom active providers
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Retirement@Work site support
• For assistance, please contact Retirement@Work at 844-567-9090, Monday –Friday, 8 a.m. to 10 p.m. and Saturday, 8 a.m. to 5 p.m. (CT).
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THANK YOU, UH SYSTEM EMPLOYEES!
QUESTIONS?20