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Voluntary Retirement Plans

 

403(b)/Roth 403(b)

This tax deferred annuity (TDA) program is available to interested employees.  Investments can be made through UHS approved companies and their representatives.

 
With a traditional 403 (b), contributions are excluded from taxable income until distribution. A Roth 403(b) offers you the option to defer income on an after-tax basis with earnings growing tax free. 

 
Keep in mind:

 
  • Contributions are employee only  
  • Minimum monthly contribution is $25 and annual maximum is $19,500.  
  • If you are 50 years of age or older, you can contribute an additional $6,500.
  • You may enroll in a TDA at any time, but may only change carriers twice per year.
 
Watch the TRS Financial Awareness Video Series to learn more about retirement self-sufficiency.
                                  

Texa$averSM (457 PLAN) 

Texa$aver, offered through ERS, provides competitively priced investment products.

 
With TexaSaver:

 
  • Contributions are employee only  
  • Minimum monthly contribution is $20 and annual maximum is $19,500.  
  • If you are 50 years of age or older, you can contribute an additional $6,500.
  • You can change your distribution arrangement as many times as necessary. 
Watch this video for more information.

For more information on TDAs, contact ESO's Benefits Team. For information on managing your TDA, review the Retirement@Work Overview or log in to Retirement@Work.

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Last updated 11/12/2020 1:20 AM