For Individuals,Custom

A Message from ICMA-RC President and CEO, Bob Schultze

December 29, 2015

Bob SchultzeFounded by the public sector for the public sector almost a half century ago, ICMA-RC's unwavering support of local and state government employers and employees uniquely qualifies us to deliver on our mission: building public sector retirement security. It is this legacy that drives us to consistently provide the highest quality products, services, and education to our plan sponsors and participants.

Keeping this focus at the forefront, we are excited about several new and recent innovative retirement-planning tools and technology we have made available to the public sector.

  • We have developed the Plan Health Monitor, a retirement readiness tool to assist plan sponsors. The tool provides a quick and intuitive way for plan sponsors to assess the overall health of their plans and identify opportunities for improvement.
  • To complement our extensive, participant-focused digital resources, we recently launched the Retirement Roadmap, a comprehensive set of tools and educational materials to guide participants’ one-on-one consultations with ICMA-RC representatives. Using the Retirement Roadmap, our representatives deliver personalized, actionable solutions to plan participants.
  • We have launched Amazon Alexa capabilities for Account Access, making the innovative voice activation technology available through the Alexa app for an Amazon device or smartphone accessible to the more than 1.4 million participant accounts we service. Participants can now use voice commands to obtain their account balance, contribution amount, and rate of return, among other information.
  • Additionally, we have enhanced our mobile app to include new biometric features, such as facial and touch recognition, that allows participants to quickly access their accounts and retirement planning resources and tools.
  • Expanding our reach, we have entered the 403(b) plan market, bringing our expertise, participant-centered philosophy, efficient plan design, and low costs to K-12, public education and government employees. This offering focuses on helping participants save for their retirement goals by providing open architecture and a comprehensive selection of investments with lower fees and expense ratios.

We are dedicated to helping our plan sponsors and participants prepare for the future so they can enjoy a secure retirement. Our goal is to constantly evolve and enhance our technology, while offering best-in-class products and services. We are confident that as we expand our offerings, we will help guide participants in making strategic and informed decisions to help them build retirement security.

Bob Schultze

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