SAVINGS
Helps School Employees save for the summer
What is Summer Saver/Paycheck Planner?
An accelerated funding program at select dealerships
What is FastTrack?
THIS IRA ALLOWS FOR QUALIFIED WITHDRAWALS IN RETIREMENT TO BE TAX FREE
WHAT IS A ROTH IRA?
A tool for Members to deposit checks at their own convenience
What is eDeposit?
This cutoff time offer more flexibility to our Members
What is 2pm?
An account for Members hoping to purchase a home
What is My Home Savings Account?
3 clues to look for when referring Members to Noemy and Travis
Direct Deposits (from school or brokerage accts)
School Districts on 403B paperwork
Large balances
Members mentioning retirement or separation from employer w 401K
investment options
Questions regarding IRA Rollovers
Members rate shopping
FLEXIBLE IRA ACCOUNT FOR MEMBERS TO DEPOSIT RETIREMENT FUNDS WITHOUT LOCKING THEM AWAY
WHAT IS AN ACCUMULATION IRA?
What is SavvyMoney?
These branches are the ones who have access to send international wires
What are all branches?
A high-yield Certificate to help parents build a college fund or save for significant expenses for their kids
What is College Saver?
A website to verify a School Employees approved provider for a 403b/457
What is 403bcompare.com?
THE AMOUNT AN INDIVIDUAL THE AGE OF 52 CAN CONTRIBUTE
WHAT IS $8000?
Time frame for additional online services to be available for Members, such as external transfers and eDeposit
What is 30 days?
What is $20 and $45?
an account that earns a higher rate than a Share Savings, with added flexibility to make occasional withdrawals when you need to.
What is a Liquid Advantage Money Market account?
RG used to give Members view access to their 403B/457 accts through nationwide
What is RG:NATIONWIDE?
MEMBER MUST BEGIN DISTRIBUTING FUNDS AT THIS AGE
Members can enroll to verify their identification when calling our Contact Center
What is Member Pass?
Day funds will be withdrawn from an account when a domestic wire is sent on a Friday at 3pm
What is Monday?
(Next business day)
"Oh no! I don't remember that RG"
What is RG: SF?
an account that earns a higher rate than a Share Savings, with added flexibility to make occasional withdrawals when you need to.
What is a Liquid Advantage Money Market account?
THE LAST DAY THAT YOU CAN CONTRIBUTE FUNDS FOR THE PRIOR YEAR
WHEN IS APRIL 15?
A website where School Employees can make changes to their 403b/457 with Nationwide
What is schoolsfirstrp.com?
Amount of time it can take to retrieve funds sent via International Wire with incorrect information
What is 3-4 weeks?