UC/UCP Dual Comp-Benefits Brochure 2019

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 $19,000.  $6,000 CATCH UP CONTRIBUTION AVAILABLE FOR AGE 50 AND OLDER

EMPLOYEE CONTRIBUTION

UCP : FIDELITY OR TIAA  UC : 403(B) VARIOUS VENDORS, 457(B) OHIO DEFFERED COMPENSATION

PLAN ADMINISTRATOR

FOR MORE INFORMATION ON WEALTH MANAGEMENT:

FIDELITY INVESTMENTS : 1 (800) 343‐0860  www.netbenefits.com/ucp (MICROSITE)  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‐cref.org/ucp (MICROSITE)  CONTACT – LAURA MAXWELL, 513‐263‐2825 UC RETIREMENT PROVIDERS & INFORMATION:  http://www.uc.edu/content/dam/uc/hr/benefits/retirement/arp_vendors.pdf  http://www.uc.edu/hr/benefits/retirement‐benefits.html

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