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Retirement@Work

The Retirement@Work platform is available to active employees who participate in the Optional Retirement Plan (ORP), or who are eligible to participate in the any of the 403(b) Savings Plans or associated Cash Match Plan.

ACCESS RETIREMENT@WORK PLATFORM

The Retirement@Work platform allows eligible employees to do the following:

  • Enroll in the 403(b) Tax Deferred Savings Plan or 403(b) Roth Savings Plan
  • Start, stop, and change 403(b) contributions
  • Research investments
  • Manage investments for all the plans in which they participate

Former Employees

If you have left employment, you will no longer have access to the Retirement@Work platform and can no longer make changes through the website. However, you can log in directly with the vendor of your retirement accounts to view account balances and information.


CAPTRUST Financial Advisors

Expert Advice to Help You Retire with Confidence and Avoid Financial Stress

If you are like most people, you may struggle with feeling confident about making financial decisions. William & 玛丽 believes in helping you make the most of your compensation and benefits package. To help you build a solid financial future, we have hired CAPTRUST as a resource to help you with these important decisions. Improving your financial wellness is one of William & 玛丽’s top concerns.

Make sure to check our Human Resources Events webpage to learn more about our financial related events.

 Your CAPTRUST at Work Benefit

 Appointment Scheduler CAPTRUST at Work

 

How Healthy are your Retirement Investments?

With recent movements in the markets, you may be wondering how your retirement investments are handling the shiftsWilliam & 玛丽 partners with CAPTRUST for employees to have access to free and unbiased financial recommendations and adviceThe following link provides you with some information to consider while the markets remain volatileMake an appointment with a CAPTRUST advisor to review your retirement plan’s activity and any other financial advising questions you may have.

  Handling Market Volatility

 

Exciting news for William & 玛丽 employees with a 403b Tax Deferred Plan!

If your plan is with TIAA or Fidelity and you are at least age 60, but not older than 63 before December 31st, you are eligible to increase your retirement savings contributions up to $34,750!  Click on the following link for more information on how to take advantage of this opportunity to put more money aside for your retirement goals. 

 Click Here!