ICMA-RC has been contracted for plan administration and record keeping services for the member accounts of the City of Philadelphia 457 Deferred Compensation Plan.
For your convenience, we have provided a Contact Chart for the most common transactions/items that you may need.
| Transaction Request | Local ICMA-RC Office | Your Payroll Department | ICMA-RC VRU/ Representative | www.Philly457.com |
|---|---|---|---|---|
| Account Inquiry/General Questions | Yes | No | Yes | Yes |
| Address Change | No | Yes | No | No |
| Beneficiary (Primary and Contingent) | Yes | No | No | Yes |
| Date of Birth | No | Yes | No | No |
| Fund-to-Fund Transfer | No | No | Yes | Yes |
| Investment Allocation Election | No | No | Yes | Yes |
| Loan Request/Refinance | No | No | Yes | Yes |
| Withdrawal Requests | Yes | No | No | No |
| Marital Status | No | Yes | Yes | No |
| Name Change | No | Yes | No | No |
| Request Account Statement | Yes | No | Yes | Yes |
| Salary Deferral Election | Yes | No | No | No |
| Requesting Forms | Yes | No | Yes | Yes |
You can also arrange to meet with your ICMA-RC representative to discuss services and options by contacting:
Ebony Ballard
Marketing Assistant
Telephone (215) 568-1960
Email: eballard@icmarc.org
Sabrina Wilks
Retirement Plans Specialist
Telephone (215) 568-1964
Email: swilks@icmarc.org
Bradley Nyce
Retirement Plan Specialist
Telephone (215) 568-1982
Email: bnyce@icmarc.org