UCP 2021 Dual Comp Faculty Benefits Summary 4.8.21

UCP VOLUNTARY RETIRE MENT SAVINGS

EMPLOYEE VOLUNTARY CONTRIBTIONS

ELIGIBILITY

ALL EMPLOYEES

 EMPLOYEE DIRECTED UP TO ANNUAL IRS LIMIT OF $19,500  $6,500 CATCH UP CONTRIBUTION AVAILABLE FOR AGE 50 AND OLDER CONTRIBUTION LIMITS, IT IS RECOMMENDEDTHAT EMPLOYEES MAKE SUPPLEMENTAL CONTRIBUTIONS THROUGH EITHER UC PAYROLL OR UCP PAYROLL (NOT BOTH). EMPLOYEES MAY DIRECT ADDITIONAL RETIREMENT SAVINGS CONTRIBUTIONS TO:  403(B) PRE-TAX CONTRIBUTION, OR  403 (B) ROTH POST-TAX CONTRIBUTION  457(B) PRE-TAX CONTRIBUTION TO AVOID THE POSSIBILITY OF EXCEEDING ANNUAL IRS

PLAN INFORMATION

E MPLOYEE CONTRIBUTION

PLAN ADMINISTRATORS

TIAA FIDELITY

FOR MORE INFORMATION: Fidelity Investments – 1-800-343-0860 www.netbenefits.com/ucp (microsite) Contact – Mike Fischer 859-240-0939 or 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 (microsite) Contact – Laura Maxwell 513-263-2825 lmaxwell@tiaa.org

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