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Tools to Help You Save and Manage Your Account

ICMA-RC offers many educational resources to help you throughout your savings journey. Set your sights (and fingertips) on these helpful tools by logging in to your account at www.icmarc.org/login:

  • Amazon Alexa — Go hands free with Amazon Alexa for ICMA-RC’s Account Access. With this new feature, you can use voice commands to quickly access your account information. Learn more at www.icmarc.org/alexasteps.
  • TextAccess — Sign up for ICMA-RC's TextAccess feature, which allows you to request certain account information and have it sent directly to your mobile phone via text. In Account Access, navigate to the TextAccess menu item under Overview. After signing up, you can get information such as your account balance, your last contribution amount, and your rate of return.
  • Account Aggregation — Connect and view all of your finances — ICMA-RC accounts and other financial accounts, including any checking, savings, brokerage, outside retirement accounts, and credit cards — in one location with our Account Aggregation service. Your ICMA-RC retirement account(s) will be automatically populated.
  • Am I On Track — See if you're on track for retirement with ICMA-RC's online Am I On Track tool that provides you with a personalized retirement readiness score and retirement income gap analysis assessment. You also receive a proposed savings rate, retirement age, and investment mix. You can further tailor your score by adding additional personal and financial information, or you can enroll in Fund Advice or Managed Accounts (if offered in your plan) by clicking the “Improve Your Score” button. Test it out to see whether you're on track or need to make adjustments.

Please note: The contents of this publication provided by ICMA-RC is general information regarding your retirement benefits. It is not intended to provide you with or substitute for specific legal, tax, or investment advice. You may want to consult with your legal, tax, or investment adviser to review your own personal situation. Some of the products, services, or funds detailed in this publication may not be available in your plan. This document contains information obtained from outside sources and it references external websites. While we believe this information to be reliable, we cannot guarantee its complete accuracy. In addition, rules and laws can change frequently.

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