1. The Montgomery County Employee Retirement Plans Team
NOTE TO TRAINER:
RUNTIME ON THIS VIDEO IS APPROXIMATELY 7 MINUTES.
June 2018

2. Plan Update – 3/31/18 Employees’ Retirement System
Assets: $4 billion
Participants: Active – 3,960 ERS – 2,038 GRIP (cash balance)
Retired – 6,393
Funded Status – 95%
Retirement Savings Plan
Assets: $436 million
Participants: Active & Inactive – 4,584
Deferred Compensation Plan
Assets: $405 million
Participants: Active & Inactive – 3,400
Retiree Health Benefits Trust
Assets: $921 million

3. ERS - Performance
10 Year Performance by Quartiles - March 31, 2018

4. Fidelity
Recordkeeper for the Retirement Savings Plan, Guaranteed Retirement Income Plan, and Deferred Compensation Plan
Onsite representative
Access to Fidelity regional offices across the U.S.
Expanded seminars & educational sessions
Interactive website
To arrange a one-on-one meeting with the Fidelity onsite representative Ron Seegers, please call
You may change your investment elections, discuss asset allocation, or change your distribution options at anytime by calling the Fidelity at or accessing the Fidelity website at

5. Fidelity

6. Financial Planning & Reviews
Personal financial planning and investment reviews are provided to RSP, DCP, and GRIP participants as follows:
Cambridge Investment Research: 2-hour sessions to assist you in constructing a diversified portfolio to best meet your retirement savings goals. Call for more information. (RSP & DCP only)
Fidelity Investments: 1-hour sessions to provide an overview of account balance, asset allocation, investment options and Fidelity.com planning tools. Call for more information. (RSP, DCP & GRIP)

7. Accessing your Fidelity account

8. Changes to your information
Online System
Change your address or Federal tax withholding
View your last pay advice or a pay advice since March 2012
Paper Forms
Forms available online at:
MCERP website address;
Current information on the Plan, forms, changes that may impact you, upcoming events
All changes to addresses are made to Oracle, the sole source used for both retirement payments and insurance

9. Retirement Seminars - retirees
The Social Security Administration (SSA) will be conducting onsite quarterly seminars in A SSA representative will provide employees and retirees with information about Social Security, Medicare and their online services and will be available to answer questions.
The seminars will be held in the EOB Lobby Level Conference Room from 3:00pm – 5:00pm on the following dates:
Thursday, June 28, 2018
Wednesday, August 15, 2018
Tuesday, November 13, 2018
To register for the seminar, please use the link below. We will send a reminder a few days before the event

10. Retirement Seminars - active employees

11. Contact Information
MCERP
Website:
Phone: or MC311
Fidelity
Website:
Onsite Rep:
Main line:
Cambridge Investment Research
Phone: