Supplemental Retirement 403(b) Plan Enrollment
Step 1. Review Supplemental Retirement 403(b) Plan Information Step 2. Choose the Supplemental Retirement 403(b) Plan contribution amount and investment vendor by completing the Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction /Roth Deduction Agreement. You will note that there are two boxes on the form – one will indicate a Pre-tax deduction and the other Roth After-tax deduction. The combination of both Pre-tax and After-tax contributions cannot exceed the calendar year maximum allowed for the Supplemental 403(b) Plan. Step 3. Access the websites(s) of the Retirement Plan investment vendor(s) that you selected in Step 2 to complete your account application online. Step 4. Final Step – Submission of Forms (Includes Deadline Information)
  • Campus Benefits Office must receive your completed Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction /Roth Deduction Agreement by the last working day of the month in order for that contribution to start the following month. For example, a Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement that is received by February 28 will be effective March 1. A Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction/Roth Deduction Agreement that is received on March 1 or later will be effective April 1.
  • Mailing Instructions for Supplemental Tax-Sheltered Annuity 403(b) Program Pre-Tax Salary Reduction /Roth Deduction Agreement.
  • Your vendor online account application(s) must be completed by the last working day of the month in order for that contribution to start the following month.
  • If both actions above are not completed by the last working day of the month, the request for a Supplemental Retirement 403(b) account payroll deduction will not be processed.
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