Mandatory Retirement Plan Election Using Retirement@Work

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Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/2019Mandatory Retirement Plan Election usingRetirement@WorkNavigationAfter receiving the email notification indicating that you have to makea mandatory retirement plan election, follow the steps below.1. Log into OneUSG Connect at oneusgconnect.usg.edu. Select theOneUSG Connect button in the Active Employees section.2. Choose Benefits desktop. 2019 University System of Georgia. All Rights Reserved.Page 1 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/20193. From Benefits Desktop, click the MANDATORY Retirement Election tile.NOTE: These tiles will only be displayed if you have an open electionwindow. The tiles will be removed from your Self Service desktop the dayafter you complete your election.4. Once the Retirement at Work page opens it will display an Enroll in YourBenefits information box. After reading the information provided, Click theView/Change button. 2019 University System of Georgia. All Rights Reserved.Page 2 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/20195. The Enroll in Your Retirement page will populate with informationregarding both the Teachers Retirement System of Georgia (TRS) and theOptional Retirement Plan (OPR). Choose the plan of your choice byclicking the Radio button associated with that plan. Click Continue.NOTE: If you are eligible for ERS, GSEPS or need to make an election otherthan TRS or ORP for any other reason, you must contact your localinstitution’s HR/Benefits office. 2019 University System of Georgia. All Rights Reserved.Page 3 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/20196. An acknowledgement message will populate. To confirm you understandthe message, click OK.NOTE: You cannot change this election once it has been made. If youhave questions, cancel out of this page and get more information fromyour local HR/Benefits representative or via retirement.usg.edu.Enhanced Image of message: 2019 University System of Georgia. All Rights Reserved.Page 4 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/20197. If you elected Teachers Retirement System (TRS), a Teachers RetirementSystem acknowledgement signature panel will load. Acknowledge yourenrollment in Teachers Retirement System by Typing Your Full Name inthe box provided. Click Save.NOTE: You should receive an email confirmation of your election.8. The following Retirement@Work link will populate. Click theRetirement@Work button to access the website for enrollment in voluntarysavings plans (403(b), 403(b) Roth, 457(b), 457(b) Roth) if desired.NOTE: This is an optional, additional retirement savings plan. 2019 University System of Georgia. All Rights Reserved.Page 5 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/20199.If you elected the Optional Retirement Plan, an Optional Retirement Planacknowledgement signature panel will load. Acknowledge yourenrollment in the Optional Retirement Plan by Typing Your Full Name inthe box provided. Click Save.NOTE: You should receive an email confirmation of your election.10. The following Retirement@Work link will populate.NOTE: You are NOT finished – with ORP. You must continue to theRetirement@Work site to choose your investment providers. If you do notcomplete this step, your investments will default to TIAA into the VanguardRetirement Date fund based on your age. Even if you intend to selectthose options, please complete this step in Retirement@Work. 2019 University System of Georgia. All Rights Reserved.Page 6 of 7

Mandatory Retirement Plan ElectionJob AidBEN003.02: Mandatory Retirement PlanElection using Retirement@WorkRevised Date 12/4/201910. Click the Retirement@Work button to access the website and allocateyour retirement funds to your desired vendor(s), and to enroll in voluntarysavings plans (403(b), 403(b) Roth, 457(b), 457(b) Roth) if desired.Please note: You must wait 24 hours from the date of your retirement plan election in order to accessRetirement@work to make your vendor selections. 2019 University System of Georgia. All Rights Reserved.Page 7 of 7

Mandatory Retirement Plan Election Job Aid BEN003.02: Mandatory Retirement Plan Election using Retirement@ Work Revised Date 12/4/2019 . Roth, 457(b), 457(b) Roth) if desired. Please note: You must wait 24 hours from the date of your retirement plan election in order to access Retirement@work to make your vendor selections.

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