Dual Comp Staff Clinician Onboarding Binder

EMPLOYEE VOLUNTARY CONTRIBTIONS

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

 EMPLOYEE DIRECTED UP TO ANNUAL IRS LIMIT OF $19,500 $6,500 CATCH UP CONTRIBUTION AVAILABLE FOR AGE 50 AND OLDER TO AVOID THE POSSIBILITY OF EXCEEDING ANNUAL IRS CONTRIBUTION LIMITS, IT IS RECOMMENDEDTHAT EMPLOYEES MAKE SUPPLEMENTAL CONTRIBUTIONS THROUGH EITHER UC PAYROLL OR UCP PAYROLL (NOT BOTH).

E MPLOYEE CONTRIBUTION

FIDELITY TIAA

PLAN ADMINISTRATORS

MANAGING YOUR UCP RETIREMENT SAVINGS ELECTIONS: To access your UCP retirement account, go to www.netbenefits.com/ucp. Employees will use the Net Benefits platform to: • Enroll as a new hire

• Start, stop or change 403b contributions • Start, stop or change 457b contributions • Change your retirement savings vendor -- Fidelity or TIAA *All employees will use this platform whether they have chosen Fidelity or TIAA. 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 – Brandon Moore (734) 332-3575, Brandon.Moore@tiaa.org

Retirement 8

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