Tuesday Tidbit

ICMA-RC Logo, text "ICMA-RC Building Public Sector Retirement Security"

ICMA-RC is committed to helping public sector employees build retirement security with industry-leading technology, tools, and resources. ICMA-RC has recently launched Account Aggregation service, which enables public sector participants to connect and view all of their finances - ICMA-RC accounts and other financial accounts - in one location.  Account Aggregation is a free service that is available to all ICMA-RC participants. Outside accounts that can be connected include, credit card, checking, saving, brokerage, and retirement accounts.

Features of ICMA-RC's Account Aggregation service include:

  • Holdings - breaks down a participant's individual holdings across all accounts
  • Asset Allocation - shows a participant's asset allocation across all accounts
  • Transactions - allows a participant to see transactions from accounts and credit/debit cards
  • Spending - allows a participant to track their spending by categorizing credit/debit card transactions including the ability to build a budget. 
  • Goals - calculates a monthly savings amount required for a participant to reach specific financial goals

Log in to your www.icmarc.org account today to get started and get a better view of all of your finances in one place.