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403(b) Retirement Manager Step-by-Step Instructions

Retirement Manager: New User

1. Access the Retirement Manager Home page at https://www.aigretco.com/retireman/.
2. Click on "I’m a New User".

1. Select "California State University" from the selection.

1. Enter Participant's Social Security Number (9 digits no dashes).
2. Enter Participant’s Last Name.
3. Enter Participant’s Date of Birth (mmddyyyy- no slashes).
4. Click Submit.

1. The Participant will create a password based on the password criteria to the right. Passwords are case sensitive. Example of a Password: Pass1word
2. Enter the password in the "New Password" field.
3. Re-enter the same password in the "Re-Enter Password" field.
4. Click Enter

1. Participant will need to select I agree to the Terms of Use listed and click continue in order to proceed. (If they do not select I agree they cannot proceed)

1. Participant’s Last name, First Name, Middle Initial will appear along with the last four digits of their Social Security Number. The location in which the participant is active will be listed as well. The participant will be entering the amount/s they wish to defer per pay period, which must be a minimum of $15.00 per pay period.
2. The participant’s contribution limit for this year (referring to 2009-year effective for this deferral) will be listed ($16,500.00 if under 50 years old, $22,000.00 if over 50 years old).
3. The participant will enter the amount they want to defer per pay period next to each provider’s name.
4. The participant will review the Salary Reduction Agreement.
5. Click Submit.

1. Retirement Manager will not allow a participant to defer more than their contribution limit for the year. The limit for participants under the age of 50 is $16,500.00, while participants over the age of 50 are allowed $22,000.00 for the year.

1. If error occurs, the participant will need to change their deferral amounts and click submit.

1. The participant will then see the confirmation page and have the ability to print the confirmation page by clicking on Print.
2. The participant will need to write down the plan code or plan number (if applicable) before clicking on the provider enrollment links.
3. The participant will click on each provider link for the provider(s) they chose, which will take the participant to the provider’s online enrollment page.
4. They will enter in the plan code or plan number when asked for it during the enrollment. (if applicable)

Retirement Manager: Returning User

1. Access the Retirement Manager Home page at https://aigretco.com/.
2. Enter SSN in the Employee Unique ID field (no dashes).
3. Enter password employee previously established (case sensitive). If your password is forgotten, click on I forgot my password to reset the password.
4. Click Submit.

1. Participant’s Last name, First Name, Middle Initial will appear along with the last four digits of their Social Security Number. The location in which the participant is active will be listed as well. The participant will be entering the amount(s) they wish to defer per pay period, which must be a minimum of $15.00 per pay period.
2. The participant’s contribution limit for this year (referring to 2009-year effective for this deferral) will be listed (16,500.00 if under 50 years old, $22,000.00 if over 50 years old).
3. If the participant wants to change their deferral amount, highlight the amount and re-enter the amount they wish to defer. If nothing, enter 0.00.
4. The participant will review the Salary Reduction Agreement.
5. Click Submit.

1. The participant will then see the confirmation page and have the ability to print the confirmation page by clicking on Print.
2. The participant will need to write down the plan code or plan number (if applicable) before clicking on the provider enrollment links.
3. The participant will click on each provider link for the provider/s they chose, which will take the participant to the provider’s online enrollment page.
4. They will enter in the plan code or plan number when asked for it during the enrollment. (if applicable)

Retirement Manager: Lost Password

1. Click on "I forgot my password".

1. Select California State University from the drop down selection

1. Enter Participant’s SSN (9 digits no dashes).
2. Enter Participant’s Last Name.
3. Enter Participant’s Date of Birth (mmddyyyy- no slashes).
4. Click Submit.

1. The Participant will create a new password based on the password criteria to the right. Passwords are case sensitive. Example of a Password: Pass1word
2. Enter the same password in the "Re-enter Password" field.
3. Click Enter.

1. Participant’s home page will display.