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 403(b) Tax Deferred Savings Plan or associated Cash Match Plan.
The platform allows eligible employees to do the following:
- Enroll in the 403(b) Tax Deferred Savings Plan
- Start, stop, and change 403(b) contributions
- Research investments
- Manage investments for all the plans in which they participate
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.
Learn More About New Roth IRA Contributions with Fidelity or TIAA
Introducing 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 & Mary 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 & Mary’s top concerns. To learn more about CAPTRUST (pdf) and how to connect with their advisors.
William & Mary Webinar- Retirement Readiness with CAPTRUST
October 28th at 2:00PM:
Please join us for an informative session regarding your retirement plan. CAPTRUST Financial Advisors, the independent advisory firm that works on William & Mary's Retirement Plan, will conduct a webinar on October 28th at 2:00 The presentation will cover how a retirement plan and how its investments work. It will emphasize the importance and necessity of saving for retirement, explain the basic plan features, investments, and strategies. We will also show you the tools and resources available to help you with your decision making. There will also be discussion about the valuable advice you have available through CAPTRUST and the interactive retirement planning tool available to participants, the CAPTRUST Retirement Blueprint.
After registering, you will receive a confirmation email containing information about joining the webinar.