Designated Roth Plan 403(b)
Contacts
Larae Kostal: (573) 882-6582
Rebecca Hay: (573) 884-2350
Details
Roth 403b Plan Announcement- Designated Roth Plan (403b) Contribution Form
- TDI Plans Investment Booklet
2011 Dollar Limits for 403b and 457b Voluntary Retirement Plans New!
Alphabetical listing of participating companies:
- Valic Financial Advisors
- American Century Information
- Fidelity Investments group
- Metropolitan Life Insurance Company
*If your pre-tax 403b account is with a carrier not participating in the Roth 403b plan, you will need to enroll with a vendor above as a new participant.
**If you are already participating with one of the above vendors & wish to participate in the Roth 403b with that vendor, your investments will automatically set identical to your pre-tax 403b investment arrangement unless you contact the vendor to indicate otherwise.
***Please complete only the Contribution salary form if you have an existing vendor account or both the salary form and new enrollment or on-line confirmation if you are choosing a new vendor for your participation. A salary form must accompany any enrollment or on-line confirmation of enrollment to have deductions actually processed to your payroll. Forms should be sent to the Benefits office care of TDI programs.
Please be advised, all participation in the Roth 403b & Pre-tax 403b plans CAN NOT exceed the annual maximum allowable per year. Once you have designated an amount as Roth 403b deposit, it may NOT be changed later to reflect as a pre-tax designated amount.
Reviewed 2012-07-30.
