Plan Information

To learn more about the plan, you can visit the UT System Retirement Program by clicking here. 

 

Step 1: Enroll Now 

Before enrolling online, be prepared to provide the following: 
  • Plan Number:
VFR042 for UT ORP Mentor 403(b) 
VFR040 for UTSaver TSA Mentor 403(b)
VFR045 for UTSaver DCP Mentor 457(b)
  • Verification Number: 072258

  • The name of each person you want to designate as beneficiary

At the conclusion of the enrollment process you will have the chance to review and confirm your entries before submitting your enrollment information.  An email confirmation will be sent to the email address you provide upon completion of the enrollment process. In addition, a separate confirmation of your enrollment will be mailed to the address you provide. This confirmation will include a default PIN number you will need for accessing your account online.

ENROLL

 

Step 2: Make Your Contribution Election

You will use the UTRetirement Manager website to make your contribution election for your new account and you can also use the site to stop or change your contributions at any time.  By clicking on the Contribution Election button below you will be taken to the UT System Retirement Program webpage.  There you will find a link to the UTRetirement Manager website and instructions to login and how to use the site.  If you have questions about determining an amount to contribute to your plan or for assistance with your contributions, please give me a call at (972) 643-6332.

Contribution Election

 

Step 3: Consolidate Your Retirement Accounts

Would you like to consolidate your retirement accounts?  Consolidating your retirement savings into a single account is one of your options that could help simplify your financial life. We can provide the administrative support to help set it up and inform you of your options.  To get started you can securely upload statements of your existing accounts below, or send us a message by clicking Contact Us at the bottom of the page.

 

By clicking this link, you will be accessing a third-party website. Voya Financial Advisors does not endorse, nor accept any responsibility for the content, products and/or services provided at non-Voya sites. 

 

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