DC Retire
Got Stamps?
You Need Four for Your Retirement Journey
ICMA Passport
This spring, grab your Passport to Financial Wellness and take a journey to financial wellness and retirement preparedness. If you get four stamps, you could bring home exciting souvenirs! (See information about prizes below.)
ICMA Ipad
Here's your trip itinerary:

1.) To participate in the program, you'll attend two mandatory education seminars (you can pick up your passport at any of the program's seminars or download it on the www.DCRetire.com Forms and Publications page)
  • 401(a) Educational Seminar, and
  • 457(b) Educational Seminar
2.) To get your passport properly "stamped," you'll also pick two more investment seminars to attend. Your choices include the following:

Juggling Financial Goals:
  • Learn about how to save for multiple things - a house, car, college, emergency fund, retirement
  • Paying down debt
  • Basic steps to help you organize and reach your goals
Get to Know Your Roth Options (about the Roth, or after-tax, contributions option):
  • Learn about Roth contributions and conversions, which give you another tax-advantaged option in your 457 plan
  • Discover how Roth 457 helps you benefit from tax-free withdrawals
  • Evaluate whether Roth makes sense for you
Your Saving and Investing Goals:
  • Learn how to set goals related to how much you save
  • Set goals for how you invest
  • Explore how to make these goals more realistic for you
Build Your Investment Portfolio:
  • Discuss approaches to selecting your investments
  • Review strategies that can help you with these choices
  • Find the right balance of risk and reward in a diversified portfolio
3.) To register for the seminars:
  • Visit PeopleSoft Employee Self Service. Under Main Menu, click Self Service, then Learning and Development, then Request Training Enrollment, then Search by Course Number or Search by Course Name. Enter the session name or course number, select View Available Sessions, and select a date.
  • Register with your agency HR Department.
  • View the seminar schedule and sign up to attend a session.
4.) Pick up a passport.

5.) Turn in your passport to be eligible for giveaways! Return your passport to a local service office.

  • Get four stamps in your passport, and you'll receive a USB charger for your smartphone!
  • Get four or more stamps in your passport to be entered into the Grand Prize drawing!
    • One winner will receive an Apple iPad!
    • Five winners will receive FitBits!
Did You Move Recently? When Were You Hired?

We want to know! The District is asking employees to review and update your personal information at www.DCRetire.com (see the log-in box in the upper-right corner of the site). Having up-to-date information in our system helps make sure you receive your quarterly statements and other important messages and that your retirement account is all set up properly so you're on track to build a secure future for yourself and your family.

Log in to PeopleSoft today to update your address. If your date of hire is incorrect, please see your HR Advisor to correct the information in PeopleSoft.
Did You Know...?

You can check your retirement account balance any time - by phone, online, or using the ICMA-RC mobile app. Make sure to review your balance, investment asset allocation, and beneficiary information on a regular basis to make sure everything is up-to-date and you're on track to meet your retirement goals.
Financial Planning Services

Your Certified Financial PlannerTM provides education about a variety of financial topics that can affect retirement savings, such as estate planning, saving for education, and setting long-term financial goals. View this webinar to learn more and meet Steve, your CFP®.


Steve Taylor, CFP®
(866) 838-6661
staylor@icmarc.org

 

Seminars and workshops at your worksite during meetings or other special events.

 

One-on-one appointments for more personalized guidance, in person or by phone.


Customized financial plans provide written, customized guidance.
  • Snapshot Financial Plans: Personal retirement savings forecasts available free to all District participants.
  • Goal-Specific Financial Plans: Detailed analysis of one or two financial topics, such as Retirement, Asset Allocation, Education, Insurance Planning, or a Major Purchase.
  • Comprehensive Financial Plans designed primarily for those nearing retirement.
ICMA-RC Representatives: We're Here to Help

Contact Us

Email:

Phone:
(202) 442-9749 or
(202) 442-9640

If you have general account questions, you may also contact an Investor Services Representative at:

1 (800) 669-7400
*press 0 to speak with a representative

Representatives are available Monday through Friday from 8:30 a.m. to 9:00 p.m. ET.