401(a) Retirement Plan<br />457(b) Deferred Compensation Plan: For DC Government Employees

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    Publications

     

    Plan-Related Information
    401(a) Plan Summary An overview of your District of Columbia 401(a) Plan. 
    457(b) Plan Summary An overview of your District of Columbia 457(b) Plan. 
    College Planning
    College Debt Checklist Use this checklist to help you tackle student loan debt and make progress on other important financial goals.  
    Estate Planning
    Estate Planning for Everyone Use this guide to help make sure your assets are distributed according to your wishes.  
    Retiree Education
    RMD Checklist Required minimum distributions (RMDs) refer to IRS rules that mandate you withdraw minimum yearly amounts from your retirement accounts. Review this checklist to help you understand and manage your RMDs.
    Getting Ready to Retire Checklist As you get ready to retire, what steps should you take to ensure your personal finances are in order? Use this checklist to assist you.
    Guided Pathways®
    Guided Pathways® Brochure Learn more about Guided Pathways professional investment advisory services.  
    Guided Pathways® Managed Accounts Enrollment Form Instructions Complete this form to enroll in Guided Pathways.
    Guided Pathways® Form ADV This brochure provides information about the qualifications and business practices of ICMA-RC, which provides Guided Pathways services.
    Guided Pathways® Fund Advice and Managed Accounts Investment Advisory Agreement This document describes the terms and conditions under which ICMA-RC operates Guided Pathways and Managed Accounts.

    The following are copies of letters you recieved about the transition to ICMA-RC:

    Transition Information
    Pre-Transition Welcome Letter (DC Employees)  
    Features and Enhancement Flyer (DC Employees)  
    Pre-Transition Welcome Letter (UMC Employees)  
    Features and Enhancement Flyer (UMC Employees)