№ files_lp_3_process_7_074861
File format: docx Character count: 1954 File size: 15 KB
Formal agreement specifying the reduction of an employee’s salary to contribute to supplemental retirement accounts under 403(b), 403(b) Roth, or 457(b) plans and the responsibilities and limitations of both employee and institution.
Year: 2019
Region / City: Grand Forks, ND, US
Subject: Employee Salary Reduction for Retirement Contributions
Document Type: Agreement / Contract
Organization: NDUS Core Technology Services
Author: NDUS Payroll Department
Target Audience: Employees participating in 403(b), 403(b) Roth, or 457(b) plans
Effective Date: 03/19/2019
Applicable Providers: TIAA
Terms: Irrevocable while employment continues, modifiable at end of any pay period with written notice
Price: 8 / 10 USD
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AMENDMENT TO IMPLEMENT SECURE AND SECURE 2.0 PROVISIONS FOR TAX-EXEMPT 457(b) PLANS
Year: 2023
Region / City: United States
Subject: SECURE and SECURE 2.0 amendments to 457(b) tax-exempt plans
Document Type: Amendment
Organization: FIS
Author: FIS
Target Audience: Employers of tax-exempt organizations with 457(b) plans
Effective Period: 2024-2025
Approval Date: Not specified
Modification Date: Potential updates depending on IRS guidance
Quick Start Guide for Retirement@Work 403(b) & 457(b) Plans
Year: 2026
Organization: University of Toledo Human Resources
Document type: Employee guide
Audience: Employees eligible for retirement plans
Plans covered: 403(b), 457(b), ARP
Providers: TIAA, Corebridge Financial, Fidelity, Voya Financial
Access method: Online portal Retirement@Work
Support contacts: Phone and email support available
Contribution options: Pretax, Roth after-tax, or combination
Account setup: Instructions for first-time and returning users
Verification codes: Provided per plan
Kansas City Board of Police Commissioners 457(b) Deferred Compensation Plan Request for Proposals for Plan Administration and Record Keeping Services
Year: 2018
Region / City: Kansas City, MO
Subject: Deferred Compensation Plan, Retirement Plan Services
Document Type: Request for Proposals (RFP)
Organization / Institution: Kansas City Board of Police Commissioners
Author: Hyas Group, LLC
Target Audience: Proposing Firms, Plan Administrators, Retirement Plan Service Providers
Action Period: April 11, 2018 - May 18, 2018
Approval Date: April 11, 2018
Amendment Date: N/A
Tax Sheltered Annuity Vendors – 403(b) and 457(b) Contacts
Year: 2026
Region / City: United States
Subject: Financial Services, Retirement Plans
Document Type: Contact List
Organization: Voya Financial, Lincoln Investment Planning, Brighthouse Financial, Lincoln Financial Group, Corebridge Financial Advisors, Aspire Financial Services
Authors: Joe Friend III, Stephen Poston, Pam Middleton, April Jackson, Barry Rawls, Perry Williams, Andy Sukhai, Brad Joseph, Robert Moore, Derrick Friedman, Alan Todd, Brad McClain, Brian Lombard, Renisha C. Jackson-Rucker, Jay Dover, Andrew Coughlin, Tyson Long, Logan Blackley, Peter Heidenreich, Mitch Johnson
Target Audience: Plan Sponsors, Employees, Financial Advisors
Period Covered: 2026
Update Status: Current as of 2026
AMENDMENT TO PROVIDE FOR 403(b) MULTIPLE EMPLOYER PLAN (INCLUDING A POOLED EMPLOYER PLAN)
Year: 2023
Region / City: N/A
Topic: 403(b) plans, multiple employer plans (MEP), pooled employer plans (PEP), IRS regulations
Document Type: Legal Amendment
Organization / Institution: FIS
Author: FIS
Target Audience: Employers, plan administrators
Effective Date: 2025
Date of Approval: N/A
Date of Changes: N/A
Directions for Switching 403(b) Funds to Providers – Wallingford-Swarthmore School District
Organization: Wallingford-Swarthmore School District
Department: Human Resources Department
Address: 200 South Providence Road, Wallingford, Pennsylvania 19086-6334
Contact Phone: (610) 892-3470 Ext. 1406
Fax: (610) 892-3424
Third Party Administrator: TSA Consulting Group, Inc. (TSACG)
Plan Types: 403(b) and 457(b)
Transaction Types Covered: Exchange, Transfer, Rollover, Distribution, Loan, Hardship Withdrawal
Processing Time: 3–6 business days
Submission Methods: Online, Fax, Mail, Email
Mailing Address: U.S. OMNI & TSACG Compliance Services, P.O. Box 4037, Fort Walton Beach, FL 32549-4037
Overnight Address: 73 Eglin Parkway NE, Suite 202, Fort Walton Beach, FL 32548
Contact Email: [email protected]
Contact Phone (TSACG): 1-888-796-3786
Quick Start Guide for Retirement@Work 403(b) & 457(b) Plans
Year: 2026
Organization: University of Toledo Human Resources
Document type: Employee guide
Audience: Employees eligible for retirement plans
Plans covered: 403(b), 457(b), ARP
Providers: TIAA, Corebridge Financial, Fidelity, Voya Financial
Access method: Online portal Retirement@Work
Support contacts: Phone and email support available
Contribution options: Pretax, Roth after-tax, or combination
Account setup: Instructions for first-time and returning users
Verification codes: Provided per plan
Tax Sheltered Annuity Vendors – 403(b) and 457(b) Contacts
Year: 2026
Region / City: United States
Subject: Financial Services, Retirement Plans
Document Type: Contact List
Organization: Voya Financial, Lincoln Investment Planning, Brighthouse Financial, Lincoln Financial Group, Corebridge Financial Advisors, Aspire Financial Services
Authors: Joe Friend III, Stephen Poston, Pam Middleton, April Jackson, Barry Rawls, Perry Williams, Andy Sukhai, Brad Joseph, Robert Moore, Derrick Friedman, Alan Todd, Brad McClain, Brian Lombard, Renisha C. Jackson-Rucker, Jay Dover, Andrew Coughlin, Tyson Long, Logan Blackley, Peter Heidenreich, Mitch Johnson
Target Audience: Plan Sponsors, Employees, Financial Advisors
Period Covered: 2026
Update Status: Current as of 2026
Topics: NDUS 457b 403b