Retirement Manager

Retirement Manager is a single, convenient and secure web-based access point from which you may manage your supplemental retirement plan accounts.

For 403b and 457b please see Supplemental Retirement Plans.

Features

Retirement Manager gives you ready access to:

User Guides

Frequently Asked Questions



In Retirement Manager, you can enroll in either a 403b or a 457b annuity plan, or you can change your existing payroll deduction. If you have an existing annuity account with one of the current five vendors, you will be able to see your balance to-date. You will be able to calculate your retirement income based upon various income sources for you and your spouse/partner. You can do event planning for the major milestones in life such as marriage, a new baby, a new job or a second job, empty nest, or pre-retirement. There’s a financial education section that includes, among other things, a glossary of retirement terms. In the financial tools section, you can do a paycheck comparison, a college cost calculator, or determine whether a Roth IRA or a traditional IRA would be better for you.

In Retirement Manager, you can enroll in either a 403b or a 457b annuity plan, or you can change your existing payroll deduction. If you have an existing annuity account with one of the current five vendors, you will be able to see your balance to-date. You will be able to calculate your retirement income based upon various income sources for you and your spouse/partner. You can do event planning for the major milestones in life such as marriage, a new baby, a new job or a second job, empty nest, or pre-retirement. There’s a financial education section that includes, among other things, a glossary of retirement terms. In the financial tools section, you can do a paycheck comparison, a college cost calculator, or determine whether a Roth IRA or a traditional IRA would be better for you.

In Retirement Manager, you can enroll in either a 403b or a 457b annuity plan, or you can change your existing payroll deduction. If you have an existing annuity account with one of the current five vendors, you will be able to see your balance to-date. You will be able to calculate your retirement income based upon various income sources for you and your spouse/partner. You can do event planning for the major milestones in life such as marriage, a new baby, a new job or a second job, empty nest, or pre-retirement. There’s a financial education section that includes, among other things, a glossary of retirement terms. In the financial tools section, you can do a paycheck comparison, a college cost calculator, or determine whether a Roth IRA or a traditional IRA would be better for you.

You may either call the UNM Payroll Department at 277-2353 or email pay@unm.edu to ask for help.

If you forget your password, simply click on the "I Forgot My Password" link on the top right side of the login page for Retirement Manager. You will be given instructions on how to proceed to get a new password.

No, the amounts from the Educational Retirement Board (ERB) or the Alternative Retirement Plan (ARP) are not included in Retirement Manager. However, you may include the amount when calculating projection amounts for retirement planning.

There is a tab titled "Your Retirement" in Retirement Manager that allows you to list all the Retirement Income Sources for yourself and your spouse/partner. Also included in this tab is a section titled, "Am I on Target", which allows you to project your income values based on your projected retirement age.

Any changes to investment allocations will need to be made directly with the vendor and cannot be made with Retirement Manager. However, you can link directly to the vendor sites through Retirement Manager.

Yes, the amount of the 403b or the 457b deduction may be changed by utilizing Retirement Manager. Please see Fast Info answer 5721 on how to Enroll or Make Changes.

No, there is no limit to how many times you may change vendors.

Payroll deductions will cease when the annual contribution limits are reached. However, if you have made any contributions to a tax annuity outside of UNM, you will need to verify you do not exceed your annual contribution limits.