403(b) Roth

Tools and Resources



HOW TO ENROLL

You can enroll in the 403(b) Savings Plan at any time throughout the year.


arrow  Step 1: ENROLL USING SELF-SERVICE

Use Self-Service to enroll, enter your contribution amounts, and select your vendors. You can also calculate your maximum allowed contribution using an online retirement modeling tool.

View step-by-step instructions for help in navigating this process through Self-Service.  

 

 

arrow  Step 2: COMPLETE THE ONLINE ENROLLMENT FOR EACH VENDOR YOU SELECTED

Contact the vendor(s) you selected directly to complete this step. You can do this either via their website(s) or by phone:

 

arrow Fidelity Investments: (800) 343-0860

Website: www.netbenefits.com

Website instructions: Select REGISTER and enter the last 4 digits of your Social Security Number. From there, you are presented with a series of questions to set up the account. You then select your funds.

 

arrow Vanguard: (800) 523-1188

Website: www.vanguard.com/retirementplans

Website instructions: Go to RETIREMENT PLAN PARTICIPANTS; then select ENROLL NOW under JOINT YOUR RETIREMENT PLAN. The Plan number for Vanguard is 091326. From there, you are presented with a series of questions to set up the account. Select your funds.

 

arrow TIAA: (800) 842-2252

Website: http://www.tiaa.org

Website instructions: Select ENROLL NOW. From there, you are presented with a series of questions to set up the account.

TIAA Annuity Options

 

 


If you do not select funds, you will be placed in the default Lifecycle Fund of your selected vendor(s) until you make your selections.

If you need help in selecting funds, refer to the Investment Performance Chart or visit your selected vendor(s) web site for information on fund performance.  You can also schedule a Retirement Counseling Session with the vendor(s) of your choice.