Top of the Page Menu
Message Center - Where you will find timely reminders about your Plan account.
My Profile - Navigate here to update your password and mailing preferences.
Logout - Click this menu item to securely log out of your account.
Account - Here you can manage your investments, run a custom statement, and request a loan or withdrawal.
Investments - Click here to review information about the Plan’s investment options, including fund performance.
Statements & Documents - Download a PDF of your quarterly statement and tax documents.
Plan Info - View the Plan Highlights and access Plan forms.
Personal Info - Here you can update your address and beneficiary information. You can also enter your banking account information to take advantage of direct deposit for your installment payments or to make payments to your loans electronically.
How to add your Bank information
Personal Info > Banking Information > Add/Edit Banking info.
You will need your bank’s routing number and your account number. It will take seven business days after you enter the required banking information to establish this feature for distributions or loan payments.
Why add your Banking Information?
When you add your banking information to your Personal Info, you can have Plan withdrawals and loans deposited directly into your checking or savings account. If you take out a retiree loan, this is also how your monthly loan payments will be paid.
Your Retirement Calculator
The Plan’s Retirement Calculator is a powerful interactive educational experience that can help you visualize your future retirement income today. The Calculator helps you spot potential retirement income shortfalls and aids you in understanding what you can do today to maintain your current standard of living when you retire.
After logging into your account here, a dollar bill appears to show your current level of retirement readiness – this is an estimate of future monthly income at retirement. The prominently-positioned dollar bill brings your focus to your retirement income goal rather than just your account balance.
The portion of the dollar bill that appears in orange represents the estimate of your retirement income based on current saving and investing. Anything not colored orange represents money that you may need – but currently are not estimated to have. It’s the estimated gap in retirement income. To improve this estimation, you need to add your City pension plan information.
How to add your City pension to the Retirement Calculator
Log in to your account here. Then navigate to “your other retirement savings and income” under “your retirement savings” to add your pension and outside retirement accounts.
Click on the option to “Select a retirement system to estimate pension benefit” and scroll down until you find your pension system and tier. Once you select your pension system, follow the prompts to add the additional details and click SAVE.
Save more with your Retirement Calculator
Next to the dollar bill is a series of sliders that allow you to adjust your savings assumptions and then instantly see how your choices impact the level of your estimated monthly retirement income. For example, increasing your contribution level or delaying your retirement date may increase your estimated retirement income.
SAVINGS TIP: Consider switching your fixed dollar amount contribution to a percentage of pay so that your savings can get a boost when your earnings increase.
Once you determine the combination of saving and investing that’s right for you, you can easily change the amount you save from each paycheck by clicking “Make Change Now.”
IMPORTANT: The illustrations or other information generated by the calculators are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. This information does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions related to your individual tax situation.