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    Washington State Webinars

    Webinar TitleTopicsRun Time

    Age-Based Investing

    Learn more about the features of age-based investing through the Self-Directed Investment Program.

    Career Transitions

    Overview of the dual structure of Plan 3 and withdrawal options for Plan 3 members going through a career transition.

    Account Access

    A demonstration of Account Access, the online tool to manage your defined contribution account.

    Plan 3 Essentials

    Review of the Plan 3 components and the important decisions that all Plan 3 members need to make.

    TAP Annuity

    Introduction of the TAP Annuity, a disbursement option available to Plan 3 members that provides a guaranteed payment stream in exchange for a lump-sum payment from your Plan 3 defined contribution account.

    Understanding Your Plan 3 Quarterly Statement

    A quick tour of the key sections of your Plan 3 quarterly statement and what you can do with the information.


    The Department of Retirement Systems is postponing the Oct. 1 effective date for transferring recordkeeping services for PERS, SERS and TRS Plan 3 members. Under the revised schedule, Plan 3 record keeping will transfer from ICMA-RC to the new record keeper on March 1, 2016. Because of this postponement, we have cancelled the Plan 3 “blackout” that was scheduled for Sept. 23–Oct. 2 (a blackout is a period when customer access to Plan 3 accounts is limited to allow for the transfer of data to the new record keeper). A new blackout period will be scheduled for February; we’ll advise you of the exact dates once they’re finalized. For additional information, visit www.drs.wa.gov/upgrade.