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    Employment Benefits Compensation Advising Forms Policies

    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

    Calendar/Plan Year  2011  2012
    Annual Maximum Deferral Amount (MDA) $16,500  $17,000
    Annual Maximum Deferral Amount (MDA) for participants age 50 and older in plan year $22,000   $22,500
    Special catch-up contribution for employees with more than 15 years of service Contact your investment company representative