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In a perfect world, you could. . . . . . manage your UT retirement accounts in a secure environment. determine if your personal financial plan is on track. access a comprehensive source for personalized financial planning. all at the click of a button from any computer with internet access at anytime!

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Page 1: [ ] UTRM_UTDCP.pps

In a perfect world,

you could. . . . . .

manage your UT retirement accounts in a secure environment.

determine if your personal financial plan is on track.

access a comprehensive source for personalized financial planning.

all at the click of a button from any computer with internet access at anytime!

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Welcome to that World

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The University of Texas Health Science Center at Houstonalong with The University of Texas System proudly introduces . .

.

UT Retirement Manager

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UT Retirement Manager

The UT Retirement Manager is a secured web site

that enables you to . . . .

review your retirement savings

project how much you may need to save for retirement

and offers resources to help you plan for your financial future.

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UT Retirement Manager

Who is eligible to use the UT RetirementManager System?

All Benefits eligible employees.

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UT Retirement Manager

ORP participants can:

Enroll in ORP or the UT Deferred Compensation Program.

Change allocation.

Review their existing accounts.

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UT Retirement Manager

TRS participants can:

Enroll into the UT Deferred Compensation

Program

Change allocation.

Review their account.

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UT Retirement Manager

Currently, the Tax Sheltered Annuity Program is not being managed by this program.

However, future enhancements will include the TSA program and hopefully the ability to review your TRS accounts.

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UT Retirement Manager

When Can I begin using this new system?

Effective September 1, 2005 participants will be able to enjoy the comforts of this

system whenever and whereverthey desire.

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UT Retirement Manager

You can also use

UTRetirement Manager to:

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UT Retirement Manager

Learn about your U.T. System Retirement Plans.

Enroll and make changes to your Retirement Plans.

Read Financial Education articles on a range of topics about financial planning.

Use Financial Calculators to help you determine how much of your salary you may need to save for your future.

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UT Retirement Manager

UT Retirement Manager also allows some of your existing retirement accounts to be

funded much faster.

It provides us with an opportunity to wire transfer the funds to VRSCO for disbursement to the appropriate vendors.

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UT Retirement Manager

Funds that are sent electronically are usually in the participant’s account on the same day as pay day.

If the company elects not to receive a fund transfer, a check is prepared by VRSCO and mailed to the appropriate company within 72 hours of pay day.

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UT Retirement Manager

Currently funds are wired electronically to the

“Big 8” ORP companies which are:

TIAA CrefFidelityMetlife

Great WestING

VALIC Lincoln National

Citistreet

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UT Retirement Manager

Our goal is to have all funds electronically wired so that you may earn the most from your money as soon as possible.

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Build for your future.

Realize your dreams!

Easy access, just

Log onto:

www.utretirement.utsystem.edu

Your actual income from your retirement plan will vary based on salary contribution changes, years of service and other factors.

Contact your financial advisor for additional information.

UT Retirement Manager

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UT Retirement Manager

Remember. . . . . .

It’s only a click away ! ! ! ! !

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UT Retirement Manager