Retirement Manager
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About Retirement Manager
Wright State University is pleased to make Retirement Manager available in an effort to create a more efficient and user-friendly environment that permits access 24/7 to the site and tools. Retirement Manager is a full-service retirement planning site for use by current and former employees who wish to make transactions, such as contribution changes, withdrawals, transfers, etc. on their 403(b) and/or 457(b) plans. Features of Retirement Manager include, but aren’t limited to:
- More Control! Make changes to your contributions for 403(b) and 457(b) plans anytime, anywhere. Please note: For questions and enrollment into the Ohio Deferred Compensation 457(b) program, you will need to continue to contact Ohio Deferred Compensation directly.
- No WSU Signature Required! Obtain distribution certificates that can be used with your provider for the release of funds for IRS-approved distributions.
- Planning Tools! Online retirement and financial planning tools and resources.
- See It All! Single site data feeds from all WSU approved 403(b), 457(b), and ARP providers show your entire balance for all plans.
Getting Started
Go to the Retirement Manager website. If you are a new user, please select the “I’m a New User” link and follow the prompts. Please note, you will need your University ID (UID) number in order to establish an account.
Please note, establishing a contribution in Retirement Manager does not “automatically” establish your 403(b) or 457(b) account with the selected vendor. You still need to contact the selected vendor and work directly with them with regard to the establishment of an account and investment options.
If you would like to view an online demonstration of Wright State University's Retirement Manager Website, visit the online demonstration.
Retirement Manager has made available a Customer Support line which is available to answer your questions and provide assistance with utilizing the website. Please call 866-294-7950, Monday through Friday 7 a.m.-6 p.m. Central Time, for assistance with the Retirement Manager website.
Retirement Manager Quick Reference Guide (PDF)
Frequently Asked Questions
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Where can I find more information about Wright State’s Retirement Manager website?
- View an on-line demonstration.
- Visit Wright State's Retirement Manager website.
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Who do I contact for assistance setting up my account in Retirement Manager?
Please refer to the quick reference guide for a step by step on how to set up your account for the first time. Should you need assistance with this process, please contact Retirement Manager Customer Service at 1-866-294-7950 available Monday through Friday 7 a.m.–6 p.m. Central Time.
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If an employee/participant would like to have a one-time single sum deferral request entered in to the system followed by a return to a lower deposit or suspended contribution can that be entered in to Retirement Manager?
Yes, the amount could be entered into retirement manager so long as it does not exceed the employee’s per-pay salary. Employee would then need to create another contribution change for the next payroll reducing the amount back to their regular deferral. If the amount is larger than their per-pay salary, they should contact Wright State Human Resources Benefits for assistance.
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Are salary deferrals only available on a flat dollar amount?
Currently, employee can only select a specific dollar amount. Changes can be elected once per calendar month.
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Where can I find a listing of cut off dates for salary deferral changes?
A link will be added to the Wright State University Retirement Manager website. Also this information is available directly through the Wright State University Payroll Office website.
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Are In-service (age 59&1/2) distributions requested through Retirement Manager?
Wright State’s 403(b) plan currently permits in-service age 59&1/2 distributions. In-service age 59&1/2 distributions do not require a Retirement Manager distribution certificate as the vendor is permitted to authenticate date of birth information and can therefore validate the distribution directly.
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Are in-service “exchanges” between vendors requested through Retirement Manager?
In-service exchanges are to be initiated through RM and are permitted. Only “active” vendors currently approved within the 403(b) plan document specifications are permitted to receive in-service exchanges.
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Will this site be used for Wright State University (ARP) Alternative Retirement Plan participants?
Currently, Retirement Manager will be used for common remittances and an informational access view only. Employees will be able to see account balances on ARP plans. Distributions, Intra-Plan Transfers and rollovers will be processed through the Benefit office. No loans or hardships are available under Wright State University’s ARP plan. The current ARP election process is not changing. Employees who elect ARP option versus STRS or OPERS complete the manual election form available on the Wright State website. This initial election or change during annual ARP open enrollment process will not be completed through Wright State Retirement Manager.
