~PT NF UCP Only Faculty Onboarding Binder 06.26.20

EMPLOYEE VOLUNTARY CONTRIBUTIONS

ELIGIBILITY

ALL EMPLOYEES

EMPLOYEES MAY DIRECT ADDITIONAL RETIREMENT SAVINGS CONTRIBUTIONS TO:

 403(B)  PRE-TAX CONTRIBUTION, OR  ROTH POST-TAX CONTRIBUTION  457(B) PRE-TAX CONTRIBUTION

PLAN INFORMATION

TO AVOID THE POSSIBILITY OF EXCEEDING ANNUAL IRS CONTRIBUTION LIMITS, IT IS RECOMMENDED THAT EMPLOYEES MAKE SUPPLEMENTAL CONTRIBUTIONS THROUGH EITHER UC PAYROLL OR UCP PAYROLL (NOT BOTH).

EMPLOYEE CONTRIBUTION

 EMPLOYEE DIRECTED UP TO ANNUAL IRS LIMIT OF $19,500.  $6,500 CATCH UP CONTRIBUTION AVAILABLE FOR AGE 50 AND OLDER

 FIDELITY  TIAA

PLAN ADMINISTRATORS

FOR MORE INFORMATION:

FIDELITY INVESTMENTS : 1 (800) 343-0860 ACCOUNT ADMINISTRATION - MIKE FISCHER, 859-240-0939, mike.fischer@fmr.com WEALTH MANAGEMENT CONSULTANT - SCOTT NOELCKE, 513-379-4344, scott.noelcke@fmr.com TIAA: 1 (800) 842-2273 CONTACT – LAURA MAXWELL, 513-263-2825, lmaxwell@tiaa.org

Retirement 8

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