powerpoint presentation · 2020. 7. 13. · title: powerpoint presentation author: tina long...
TRANSCRIPT
SAVING : INVESTING : PLANNING
PLAN Gwinnett County Public Schools
403(b) and 457(b) Retirement Plans
Enrolling in the plan
Enrolling in either plan is simple
> Enrolling in the 403(b) plan
− Hired on July 1, 2011, or later, you will be enrolled automatically
at a contribution rate of 2.5% on a pretax basis
− Hired before July 1, 2011, and have not yet enrolled, visit the
Retirement Manager enrollment website on the benefits webpage
> Enrolling in the 457(b) plan
− Enroll before the month in which you want to begin contributing
> Current VALIC and Lincoln participants
− Update account information, including beneficiary elections online
− No action is necessary unless preferred allocation differs from the default option
Enrolling in the plan
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Go to the Retirement Manager enrollment site via the benefits webpage.
Log in, pick a vendor, set up an account and you are done!
Retirement Manager: How to enroll online
Enrolling in the plan
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Enrolling in the plan
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Security
Security
Enrolling in the plan
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Security
Enrolling in the plan
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Security
Enrolling in the plan
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Security
Enrolling in the plan
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My Savings Manager
Enrolling in the plan
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Enrolling in the plan
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My Savings Manager
My Savings Manager
Enrolling in the plan
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My Savings Manager
Enrolling in the plan
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Vendor contact information
VALIC For assistance please contact one of our local financial advisors at (800) 892-5558.
You can also contact the Client Care Center at 1-877-375-2424
for account-specific questions. Bilingual English-Spanish
Client Service Professionals (CSPs) are available
Monday - Friday 8:00 a.m. to 9:00 p.m. (Eastern Time).
Lincoln For assistance please contact:
Enrolling in the plan
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Leslie Riley Ext. 88349 [email protected]
Steve Cameron Ext. 88307 [email protected]
Scott Braswell Ext. 87229 [email protected]
Marissa Henderson Ext. 89228
Robert B. Cowan Lincoln Alliance
Phone: 770-962-2082 Phone: 800-234-3500
Email:
www.LincolnAlliance.com
SAVING : INVESTING : PLANNING
THANK YOU Gwinnett County Public Schools
403(b) and 457(b) Retirement Plans