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