Have Questions? When to call DRS and Whento Call RC:
The Department of Retirement Systems (DRS) administers the TRS Plan 3
investment programs. DRS works closely with your employer to accomplish this
task. ICMA Retirement Corporation (RC) has been hired by DRS to provide
record keeping services for your plan and to maintain your defined
contribution account.
When should you call DRS and when should you call RC?
If you have questions about TRS Plan 3, use the following guidelines to
receive your answers.
Contact the Department of Retirement Systems if you have
questions about the following:
-
Contributions Service credit
- Timing of contribution submissions
- Bill payments
- Beneficiary information
- Tax withholding related to withdrawals from the TAP Fund Retirement
planning seminars
- Withdrawal
forms
- TRS Plan 3
publications/brochures
(defined benefit
component)
DRS Telephone:
(800) 547-6657
from Olympia area (360) 709-4700.
Beginning in February, DRS’s Olympia phone will be (360) 664-7000.
DRS e-mail:
recep@drs.wa.gov
Contact ICMA Retirement Corporation for information about the following:
- Investment funds
- Investment education seminars
- Quarterly statements
- TRS Plan 3 publications/brochures (defined contribution component) |
|
TRS
PLAN 3 WSIB
Total Allocation Portfolio (TAP)1
as of 9/30/1998
|
|
| Average Annual Returns
|
|
| Fund Name |
3rd
Q |
1-YR |
3-YR |
5-YR |
|
| Total
Allocation
Portfolio |
-5.99% |
4.16% |
13.75% |
12.19% |
|
1The
Washington State Investment Board (WSIB) periodically reviews and adjusts the TAP Fund's asset allocation. Over the last five years, the TAP Fund has shifted to a more aggressive asset mix. These returns reflect the actual asset mixes during the time periods shown. |
|
|
TRS PLAN 3 Self-Directed Funds
as of 12/31/1998 |
|
| Average Annual Returns |
|
| Fund Name |
4thQ |
1-YR |
3-YR |
5-YR |
|
TRS Plan 3 Small Stock
Index (Incp. 5/9/1997) |
16.1% |
-3.4% |
11.4% |
11.4% |
|
TRS Plan 3 U.S. Stock
Market Index (Incp. 5/7/1997) |
21.4% |
23.7% |
n/a |
n/a |
|
TRS Plan 3 Large Stock
Index (Incp. 5/9/1997) |
21.4% |
28.3% |
27.9% |
23.8% |
|
TRS Plan 3 Intl Stock
Index (Incp. 5/7/1997) |
21.1% |
20.6% |
8.8% |
9.0% |
|
TRS Plan 3 Money Market (Incp. 5/6/1997) |
1.3% |
5.4% |
5.4% |
5.2% |
|
TRS Plan 3 Bond Market
(Incp. 5/9/1997) |
-0.2% |
8.1% |
6.9% |
7.0% |
|
Returns on the TAP Fund cover the period ending 9/30/1998. Returns for the Self-Directed Funds cover the period ending 12/31/1998. |
|
All returns are net of fees. Self-directed funds are valued daily; your account balance and rate of return will vary accordingly. Past performance is no guarantee of future results. For more information about the funds please see TRS Plan 3 Investment Guide. |
|
|
TRS Plan 3 forms
- Initiation of Self-Directed fund transfers
- Initiation of Self-Directed contribution allocation changes
- Initiation of program to program transfers (WSIB to Self-Directed to WSIB)
- Account balance
- Fund administration fees
- Status of withdrawal requests
- Tax withholding related to Self-Directed withdrawals
RC Telephone:
(888) 711-TRS3 (8773)
RC e-mail:
InvestorServices@icmarc.org
RC Home Page Address:
www.icmarc.org/trs3 |
Frequently Asked Questions
1. How do I redirect my contributions from one investment program to the other? (e.g., from WSIB to Self-Directed or from Self-Directed to WSIB)? Where do I get the form? Where do I send my completed form?
You can change where your contributions are directed by using the Change of Investment Program form. The form can be obtained from your employer. Your completed form should also be returned to your employer.
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