Our transition to a new program manager is now complete. As our account holders adjust to the change, we would like to acknowledge that you may experience longer than average wait times when contacting our call center for the next two weeks. We will continue to do our best to ensure things run as seamlessly as possible for every saver and employer in our system and greatly appreciate your patience as we do our best to assist you.
Do payroll deduction IRAs count as an employer-sponsored retirement plan?
No. Payroll deduction IRAs are not qualified retirement plans as defined by either federal or Oregon state statutes.