Supplemental Retirement Plans (Voluntary 403(b) Plan, Deferred Compensation)

All University of Arizona employees are eligible to participate in these supplemental retirement plans.

Both programs are offered through payroll deduction.  When calculating your annual contribution amount, remember that voluntary deductions, such as these, are only deducted from the first two paychecks of each month.

Comparison of Supplemental Retirement Plans
2011-2012 UA Financial Education Program

Voluntary 403(b) Plan
IRS Tax Code: 403(b) 
Offers employees the opportunity to defer tax on a portion of earnings, by purchasing traditional annuity or mutual fund products through the University's authorized investment companies.

To open a 403(b) account, contact an authorized investment company representative:

VALIC - Stephen Caine (520) 405-5720
Fidelity Investments - Damond Petersen (866) 588-2612; Scott Thomas (480) 263-1622
TIAA-CREF - Mark Largent (866) 548-3705 ext 457749

The University does not endorse outside financial advisors. Fidelity Investments, TIAA-CREF and VALIC are the only ABOR-approved investment providers for the Voluntary 403(b) Plan. Mailings received from non-approved financial advisors or investment providers are never University generated. Please help us reduce unsolicited correspondence from unapproved providers: Respond directly to the sender with your request to be removed from future mailings.
 
To make payroll deduction contribution changes to an existing 403(b) account, or apply for a loan or hardship withdrawal, visit Retirement Manager.  Retirement Manager is a secure internet based self-service tool that allows you to manage your 403(b) account(s). 

Retirement Manager website
Retirement Manager Quick Reference Guide (how to start/change contributions, request a loan, request a withdrawal)

For help navigating and using Retirement Manager, please call their Participant Support Line at 1-866-294-7950. 

The routine deadline for enrollments and changes to 403(b) accounts is non-pay week Wednesday at 5:00 p.m.

Frequently Asked Questions

Voluntary 403(b) Plan Document
First Amendment to the Voluntary 403(b) Plan Document
Second Amendment to the Voluntary 403(b) Plan Document

2012 One-On-One Consultation Schedule

15 Year Service Catch-Up Contribution Form

Deferred Compensation Plan
IRS Tax Code: 457
State of Arizona plan administered by Nationwide, allows employees to defer a pre-tax portion of earnings into a supplemental retirement account.  To open an account or change/stop your contributions, contact Klark Krauter at (800) 796-9753 or (520) 262-0348. 
Nationwide website

Maximum Deferral Amount (MDA) Limits for 403(b) and 457 Plans