Dual Comp-Benefits book 2020

RETIREMENT SAVINGS

EMPLOYEE VOLUNTARY CONTRIBUTIONS

ELIGIBILITY

ALL EMPLOYEES

EMPLOYEES MAY DIRECT ADDITIONAL RETIREMENT SAVINGS CONTRIBUTIONS TO:

 403(B)  PRE-TAX CONTRIBUTION, OR  ROTH POST-TAX CONTRIBUTION (UCP ONLY)  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 DIRECTED UP TO ANNUAL IRS LIMIT OF $19,500.  $6,500 CATCH UP CONTRIBUTION AVAILABLE FOR AGE 50 AND OLDER

EMPLOYEE CONTRIBUTION

UCP : FIDELITY OR TIAA UC : 403(B) AXA, FIDELITY, TIAA, VOYA UC: 457(B) OHIO DEFFERED COMPENSATION

PLAN ADMINISTRATORS

FOR MORE INFORMATION ON WEALTH MANAGEMENT:

FIDELITY INVESTMENTS : 1 (800) 343-0860 www.netbenefits.com/ucp 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 www.tiaa.org/ucp CONTACT – LAURA MAXWELL, 513-263-2825, lmaxwell@tiaa.org UC RETIREMENT PROVIDERS & INFORMATION: http://www.uc.edu/hr/benefits/retirement-benefits.html

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