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Investment Plan Portal
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1-866-377-2121, Option 3 (FRS Employer Assistance Line)
8:00 a.m. to 6:00 p.m. ET, Monday through Friday (except holidays)
For the FRS Investment Plan, the Investment Plan Administrator plays two roles: administrator and recordkeeper.
The Investment Plan Administrator handles the day-to-day administration of the Investment Plan. They ensure that the Plan works the way it’s supposed to and that it follows the rules. Specifically, this includes receiving and processing a member’s initial plan choice and any 2nd Elections, verifying Investment Plan members’ employment status, and performing Section 415 contribution limit monitoring.
The Plan Administrator is the Investment Plan’s recordkeeper. They keep track of who participates in the Plan, what investments members own, and what money moves in and out of the Plan. Specifically, this includes maintaining members’ Investment Plan accounts, making payouts to members, and preparing and mailing quarterly plan statements to members.
How the Investment Plan Administrator Can Help You
You can call the FRS Employer Assistance Line at 1-866-377-2121, Option 3, and speak with a representative to get help with these issues:
| General Deliveries: FRS Investment Plan Administrator P.O. Box 785027 Orlando, FL 32878-5027 | Overnight Deliveries: FRS Investment Plan Administrator 2300 Discovery Dr. Orlando, FL 32826-3712 |
The Investment Plan Administrator handles the day-to-day administration of the Investment Plan. They ensure that the Plan works the way it’s supposed to and that it follows the rules. Specifically, this includes receiving and processing a member’s initial plan choice and any 2nd Elections, verifying Investment Plan members’ employment status, and performing Section 415 contribution limit monitoring.
The Plan Administrator is the Investment Plan’s recordkeeper. They keep track of who participates in the Plan, what investments members own, and what money moves in and out of the Plan. Specifically, this includes maintaining members’ Investment Plan accounts, making payouts to members, and preparing and mailing quarterly plan statements to members.
How the Investment Plan Administrator Can Help You
You can call the FRS Employer Assistance Line at 1-866-377-2121, Option 3, and speak with a representative to get help with these issues:
- Ordering MyFRS Financial Guidance Program printed materials
- Choosing an FRS retirement plan
- Investment Plan administration issues
- Quarterly FRS Investment Plan Account Statements
- Demographic changes for inactive Investment Plan members (active member demographic information must be changed via your monthly retirement contribution file)
- Submitting a member’s termination date
- Employee payout dates
- Forms (ACH, Enrollment, Beneficiary Designation, Termination, Rollover, Death Claim)
- Special Tax Notice
- Qualified Domestic Relations Orders (QDROs)
- Required minimum distributions (RMDs)
- The Self-Directed Brokerage Account (SDBA)
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