Eligibility and Enrollment

Eligibility

All employees (with the exception of student employees) of the departments listed below are eligible to participate in the 403(b) Plan:

Eligible departments:

If you are no longer employed by one of these departments, you may not make any further contributions to the Plan.

Enrollment

Enrolling in the 403(b) Plan is a matter of three easy steps.

STEP 1: Select a Contract Provider

You can find information about each Provider online or by meeting one of the firms' representatives when they are visiting your department or campus.

STEP 2: Create a New Account

Enrollment with each of the three Providers must be completed online. Click on one of the icons to get started.

Reminder: You must print the final page from your Provider’s web site, documenting that you have established your new account. BRING the page to your campus/department Benefits Administrator, along with your Salary Reduction Agreement.

Fidelity Investments
TIAA
VALIC

 

STEP 3: Complete & Sign a Salary Reduction Agreement

Download: PDF Salary Reduction Agreement

The Salary Reduction Agreement is where you indicate your Provider selection and the percentage of your salary that will be contributed to your new account each pay period. You will also indicate whether your contributions will be before or after taxes.

Bring your completed Salary Reduction Agreement to your campus/department's Benefits Administrator. They will confirm your enrollment (Provider web page print-out noted in Step 2); accept and counter-sign your Salary Reduction Agreement; and ensure that your contribution percentage is entered in the payroll system.