Employee Info Site

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

Virtual Appointment with ICMA-RC Rep Jeff Cook

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"

CONTACT

Change Form 457 pretax & after tax Roth 457

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.

Change Form Roth IRA

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.

457 Employee Information Change Form

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