Accessing KBOR Retirement Plan Funds

KBOR2

 

Login to use Planwithease.com (PWE)                

NOTE: If you have difficulty logging in or your account becomes disabled, contact PWE toll-free at 1-855-464-6928, Monday-Friday, 8 a.m. - 6 p.m. central time, or email at This email address is being protected from spambots. You need JavaScript enabled to view it. . Please add the name of the KBOR institution where you were last employed to the email (e.g., ESU, FHSU, KSU, KU-Lawrence, KU-Medical Center, PSU, or WSU).

 

For more information on how to login and use PWE, please reference PWE's User Instructions (pdf) or the Participant Guide (pdf)

PWE is a plan administration service which will act on behalf of the Kansas Board of Regents (KBOR) Retirement Program to review and approve distribution requests that are allowed under the KBOR Plans for approved providers.* PWE also offers account information and educational materials.

*Under the KBOR Mandatory Plan, TIAA and Voya are the only approved investment providers, as well as the deselected providers Lincoln National and Security Benefit Group. Here is a link for a list of approved KBOR Voluntary Plan investment providers: www.kansasregents.org/vtsa

 

Important Information for Accessing Your Regent's Retirement Plan Account

  • For the KBOR Mandatory Retirement Plan, funds are available only when you have completely separated from service from all state universities/KBOR Office employment or when covered under a Phased Retirement Agreement.
  • For the KBOR Voluntary Retirement Plan, funds are available after separation from service, at or after age 59 1/2, when disability status is attained or for an approved hardship or loan.
  • If you have questions, you can access the Participate User Guide (pdf)

If your last employment at a state university was before the dates listed below, your information will not be in PWE and you should contact the university directly.  If your last employment was at the Kansas Board of Regents Office, contact the Office directly.

January 1987 Wichita State University
December 1995 Pittsburg State University
January 1996 University of Kansas
January 1996 University of Kansas Medical Center
January 1996 Kansas State University
January 1996 Kansas Board of Regents Office
January 1998 Fort Hays State University
January 2007 Emporia State University

If you are accessing funds because your employment has ended, you will not be able to print an approval letter in PWE until at least 5 working days after the date of your last paycheck.

 

NOTE: Hardship withdrawal and residential loan and qualified domestic relations orders (QDROs)

  • The above required documentation is to be mailed or faxed to 866-771-5047 to planwithease.com for review before approval can be granted. After you have signed into the PWE website and requested your transaction, look for additional Hardship Withdrawal and Residential Loan information under "Forms" and for additional QDRO info, look under "QDRO."
  • Regular Mailing Address: Planwithease.com, P.O. Box 5054, Minot, ND 58702 or Overnight Mailing Address: Planwithease.com, 2000 21st Avenue NW, Minot, ND 58702

Campus contacts

To access funds from non-approved investment providers, the Human Resources/Benefits Office of the state university/Board Office where you last were employed will need to sign off on the paperwork. (See contact listing below.)

Please note: income derived from the KBOR 403(b) Mandatory and Voluntary plans is currently exempt from Kansas State income tax. See Kansas Department of Revenue Tax Notice 05-05 and Notice 07-05. If you have questions about the notices or their application, please contact the Department of Revenue (785) 368-8222, visit their web site at www.ksrevenue.org or consult your tax or financial advisor.

If you need further assistance, please contact the Human Resources/Benefits Office of the state university where you were last employed by using the following contact list.

Emporia State University

Ray Lauber This email address is being protected from spambots. You need JavaScript enabled to view it. 620.341.5379

Fort Hays State University

Shannon Lindsey This email address is being protected from spambots. You need JavaScript enabled to view it. 785.628.5326
Geralyn Allen This email address is being protected from spambots. You need JavaScript enabled to view it. 785.628.4458

Kansas State University

Benefits Office This email address is being protected from spambots. You need JavaScript enabled to view it. 785.532.6277

Pittsburg State University

Human Resources This email address is being protected from spambots. You need JavaScript enabled to view it. 620.235.4191

University of Kansas

University of Kansas - Lawrence  
Benefits Office This email address is being protected from spambots. You need JavaScript enabled to view it.  785.864.4946
Medical Center - Kansas City  
Michele Donnelly This email address is being protected from spambots. You need JavaScript enabled to view it. 913.588.5142
Stacey Snakenberg This email address is being protected from spambots. You need JavaScript enabled to view it.  
Medical Center - Wichita    
Leona Johnson This email address is being protected from spambots. You need JavaScript enabled to view it. 316.293.2615 

Wichita State University

Dale Rhoads This email address is being protected from spambots. You need JavaScript enabled to view it. 316.978.6121
Sandy Parker This email address is being protected from spambots. You need JavaScript enabled to view it. 316.978.3079

Board of Regents Office

Human Resources This email address is being protected from spambots. You need JavaScript enabled to view it. 785.430.4240


Forms and Documents