CSD-RT RFP Recordkeeping_Administration Services Response 3-

Retirement Manager Participant Interface

2.1

Employee Access

2.1.1

New Hire Experience

2.1.1.1 The first time an employee accesses the Retirement Manager site,

he or she will use the “I’m a New User” link to establish a

password using the following information: Employer, the last 4

digits of SSN, Last Name, Date of Birth, and EID.

2.1.1.2

If the employee is not able to provide the above information, the

employee will be instructed to contact his or her benefits office.

2.1.2

Employee Plan Eligibility and Access

2.1.2.1 All active, terminated and retired employees will be allowed to

access the Retirement Manager site. VRSCO will be notified of

employee status via the demographic update process.

2.1.2.2 The Employer’s benefits office will determine eligibility for each

plan and provide the appropriate data and rules to Retirement

Manager.

2.1.2.3 Employees will log into Retirement Manager using their EID and

password obtained at first login.

2.1.2.4 Employee access to Retirement Manager is controlled by the

receipt of demographic files from the Employer. All employees

will be loaded initially and updates will be provided no less

frequently than monthly. Updates will contain information

including, but not limited to, new hires, terminations, retirements

and employees on leave.

2.1.2.5 The “Plan Information Page” will include descriptions for the

plans, Employer contact information, Approved Vendor enrollment

applications in PDF files, and web site links to all Approved

Vendors for the plan.

2.1.3

Employee View “Your Retirement Benefits” Page

2.1.3.1 VRSCO will provide to Employees through Retirement Manager a

consolidated account screen by which Employees may view

Retirement Plan account balances from the Approved Vendors that

provide the loan and distribution file to Retirement Manager.

These Employee account displays will include both year-to-date

and total account balances as of a given date for each of the

Approved Vendors with which the Employee has participated.

VRSCO will refresh and update the data reflected in the

consolidated account screen upon receipt of refresh files from the

Approved Vendors.

2.1.3.2 On the “My Retirement Benefits” page, all Approved Vendors’

names will be displayed even if the balance with the Approved

Vendor is $0.00 unless directed by the Employer to only display