Publications
Plan Information | Account Information | Other Guides | Investment Information
| Plan Information | |
|---|---|
| Description | Download |
| ORPHE Plan Features and Highlights Brochure An overview of the Optional Retirement Plan for Higher Education. |
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| Account Information | |
|---|---|
| Description | Download |
| Quick and Easy Access to Your Account A guide to using Account Access, the secure web portal you use to log in and manage your accounts, and VantageLine, the automated voice-response system. |
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| Quicken Instructions Use these instructions to download your Defined Contribution account activity and import this information into Quicken. |
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| Download the DCP Mobile App Manage your account and boost your investment knowledge on the go with the VRS DCP mobile app (now with biometric login options). |
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| Other Guides | |
|---|---|
| Description | Download |
| Leaving Employment Guide This guide for participants who are retiring or leaving their Virginia employers covers the benefits of keeping money in the VRS Defined Contribution Plan, next steps and resources. |
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| RMD Checklist Required minimum distributions (RMDs) refer to IRS rules that mandate you withdraw minimum yearly amounts from your retirement accounts. Review this checklist to help you understand and manage your RMDs. |
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| Special Tax Notice for Defined Contribution Plans Explains the potential tax consequences when taking a distribution from your VRS DCP. |
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| Investment Information | |
|---|---|
| Description | Download |
| Investment Guide Introduces types of risk, the importance of asset allocation/diversification and your investment options. |
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| VRS Investment Options Performance A monthly performance summary of investment funds available in the ORPHE. |
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| VRS Fund Profiles Detailed descriptions of the investment options available to members in the ORPHE. |
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| VRS Investment Policy Statement for an Unbundled Defined Contribution Plan Structure Details the investment offerings provided to participants of VRS Defined Contribution Plans (unbundled Defined Contribution Plan structure). |
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| VRS Investment Policy Statement for an Bundled Defined Contribution Plan Structure Details the investment offerings provided to participants of VRS Defined Contribution Plans (bundled Defined Contribution Plan structure). |
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| Fee Disclosure Notice Explains the fees you pay and the potential impact on your defined contribution account balance. |
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| Stable Value Fund Disclosure Summarizes information about the Stable Value Fund offered under the various Defined Contribution Plans of the Commonwealth of Virginia. |
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| VRS Investment Portfolio (VRSIP) Disclosure Summarizes information about the VRSIP offered as an investment option under the VRS Defined Contribution Plans. |
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