Clarification on PlanWithEase 403(b) Letter

Heartland AEA is part of the State of Iowa’s 403(b) plan, aka the Retirement Investors’ Club (RIC). The State has overall responsibility for the administration of the 403() plan, but for several years, RIC has used PlanWithEase (PWE) as its third-party administrator for 403(b) plan transactions. 

Recently, in an effort to increase the security of participant information, PWE has changed how participants log into their website for the first time. To log in, participants will still use their Social Security Number as their User ID, but they will now use a password that PWE creates for them. 

Participants who have never logged into the PWE website will receive a unique password from PWE in a letter via U.S. mail to their home mailing address. Participants who are already registered on the PWE website will continue to use the password they previously established. 

If you have any questions, contact Steve Jordan, Senior Payroll Specialist, at ext. 14908.