New Portal launched
Updated February 22, 2023.
Click here to download instructions on how to register and log in to the new portal.
The Fort Worth Employees’ Retirement Fund has introduced a new portal to better serve members. The website portal is where members log in to manage their account.
The new portal launched at the end of December and has more features. One advantage is that it allows members to easily access their important documents, such as the 1099-R form retirees must submit to the IRS. Members also will be able to access their monthly benefit statements.
Eleza Bennett, the Fund’s interim executive director, said the new portal benefits both the Fund and the members.
“We’ve gotten feedback from members who are wanting their documents available online,” she said. “This change will reduce our postage costs, but more important, it makes it easier for members to conveniently access their essential documents, without having to wait on the postal service.”
With the introduction of the new portal comes another change: Beginning in 2023, the Fund will no longer automatically mail statements and tax documents to members. Instead, the information will be available right on the portal. This includes the 1099-R forms and the monthly benefit statements.
Members who want to continue receiving their monthly statements by mail will be able to do so, they just need to contact the Fund. Email Ask@fwretirement.org or call 817-632-8900 during normal business hours, 7:30 a.m. to 4:30 p.m. Monday through Friday.
In addition, the 1099-R tax forms for 2022 have been mailed out. If you have not yet received your 1099-R form, please contact the Fund.
Bennett said members should plan to leave some time to become familiar with the new portal.
“As soon as members log in, they are going to see a big difference,” she said. “But we think they will get comfortable with it quickly. It’s another step in our ongoing efforts to give our members the best possible service.”
She added that, even if someone wants to receive mailed statements, it’s a good idea for all members to have an online account.
“An online account is the easiest and fastest way to make changes to any changes,” she said. “It also makes it easier for us to stay in contact with you about the status of your account.”
The Fund will have more information about the new portal available soon. For now, members who have questions about the site are welcome to contact the Fund directly.
Tips About the New Portal
- Our new member portal is accessible from our home page. To get started, click on the orange MEMBER PORTAL button at the top of the page.
- To access the new portal for the first time, you will need to create a new account. This is true even if you previously had an account.
- You will need to set up two-factor authentication. This is an added security step. When you register and log in for the first time, the Fund will send you an email so you can confirm your identity. Learn more.
- 1099-R forms from previous years will not be available on the new portal.
Do you want to continue receiving your statements and 1099-R in the mail? No problem, just let us know. Email Ask@fwretirement.org or call 817-632-8900.