Open Enrollment with ICMA-RC

 

ICMA-RC Rep Jeff Cook will be available onsite to:

  • Check your investments

  • Make changes to your plans

  • Answer quick questions

Schedule Individual Virtual Appointments HERE
Virtual appointments are more focused/private discussions that include updating contributions if needed​

New Ways to Update Contributions

Use Jeff Cook's virtual appointment scheduler. Jeff will call you and email a link that can be opened on a computer. Then you will walk through all your options and enroll or update your contributions!

Update Contributions in your ICMA-RC Account

Log in and follow these steps to update contributions at anytime:

457 Plan #300844

  • Select an option dropdown, choose "change contributions"

  • Update election on next screen and hit "change savings"

IRA Plan #705433

  • Select an option dropdown, choose "contributions"

  • View your most recent contributions on next screen

  • Select "make a contribution"

  • Check "payroll deduction" on next screen

  • Update frequency to bi-weekly and amount you wish to update

  • Hit "next" and "submit"

Representative Jeff Cook
866-620-6062 phone
jcook@icmarc.org

Account Access Instructions

Primary Method for Contribution Changes

 

  • Through ICMA-RC Account, instructions on this page

  • Contact ICMA-RC Rep Jeff Cook

Secondary Method for Contribution Changes

This form provides information on the 2020 limits to the ICMA-RC deferred compensation program. It may be used to make changes to your 457 plan contribution levels. Return to HR.

This form provides information on the 2020 limits to the ICMA-RC deferred compensation program. It may be used to make changes to your Roth IRA contribution levels. Return to HR.

Updating personal information and beneficiaries

Update in your ICMA-RC Account

Name/address/beneficiary changes can be made directly in your ICMA-RC account.

If you have never logged in use this Account Access Instructions flyer.

Use this form to make name/ address changes and beneficiary changes.

Contact ICMA-RC's Investor Services at (800) 669-7400, for assistance with:

  • Account log in or website resources

  • Investment changes (allocations and transfers between funds)

  • Changes to contribution amounts (or contact your employer)

  • Withdrawals, loans, or distributions

  • Forms and brochure requests

  • Balance and quarterly statement inquiries

  • Account maintenance and transactions

  • Address, name, and beneficiary changes

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