New & Noteworthy
Retirement Manager, a website to help you manage your 403(b) account, has been launched to help keep your retirement plan in compliance with recent federal tax law changes. Specifically, these changes impact what needs to be done in order to take a loan or hardship distribution from your 403(b) account. To comply with these new requirements, an eligibility certificate is required before your vendor will be able to process a distribution request. If you need a loan or hardship distribution, visit the Retirement Manager website to obtain an eligibility certificate prior to completing your 403(b) vendor’s distribution paperwork.
Access Retirement Manager