|
University of Massachusetts > Treasurer's Office > 403b -- Opening a New Account
University of Massachusetts 403(b) Plan
| There are
three approved providers under the University's 403(b) Plan: AIG Retirement
(formerly AIG VALIC); Fidelity; and TIAA CREF. To open a new 403(b) account in the
University's 403(b) plan, there are two primary enrollment options available
to you:
(1) enroll online; or (2) complete the
provider's paper enrollment form. | Enrollment Option
1: Online Enrollment
| | Select
from one of the University's three approved providers. Use the below referenced provider websites,
customized for the University's 403(b) plan, to open a new account online | Step One
| | Step Two
| Determine
the amount you want deducted from each paycheck and complete the University of Massachusetts 403(b) Plan Salary Reduction Agreement
Form. The form can be found at: http://media.umassp.edu/massedu/treasurer/Revised%20SRA_UMASS.pdf. | | Step Three | Mail or Fax the completed University Salary Reduction Agreement Form to:
University of Massachusetts
Treasurer's
Office
Attention: 403(b) Plan Administrator
333 South Street, Suite 450
Shrewsbury, MA 01545-4176
FAX 508-856-4701
| Enrollment Option 2: Paper Enrollment Kit
|
| | Step One | | Select
from one of the three University approved providers and complete, and sign,
the applicable provider enrollment form.
Enrollment kits for the three approved providers are available at your
campus Human Resource Office or by contacting the University Treasurer's
Office. | | Step Two | Determine
the amount you want deducted from each paycheck and complete the University of Massachusetts 403(b) Plan Salary Reduction Agreement
Form. The form can be found at:
http://media.umassp.edu/massedu/treasurer/Revised%20SRA_UMASS.pdf. | | Step Three | Return both the completed, and signed, provider enrollment
form and the University Salary Reduction Agreement Form via mail to:
University of Massachusetts
Treasurer's
Office
Attention: 403(b) Plan Administrator
333 South Street, Suite 450
Shrewsbury, MA 01545-4176 |
For more information about either the
University's 403(b) Plan or the Commonwealth's SMART Plan please contact Paula Masse at (508) 856-1231/pmasse@umassp.edu
or Vicki Saunders at (508) 856-4711/vsaunders@umassp.edu in the University Treasurer's Office.
The PDF files on this page require the free Adobe Acrobat Reader.
|
Retirement
This is an