TSRI Faculty and Management Retirement (401(a)) Plan

TSRI maintains a Money Purchase Retirement Plan for employees in eligible positions, which vests after three years of service. Contributions are made to Fidelity Investments, which the employee may direct to a wide array of funds.

A s of January 1, 2009 or later new employees must fulfill a one year waiting period before contributions will commence. The one year waiting period counts towards vesting.

Employer Contributions (to IRS limit)
Associate Professor without Tenure Assistant Professor Director Senior Scientist Associate Scientific Director Staff Scientist Employees in grades 13 + (non-scientific positions) Professor of "Subject" Associate Professor of "Subject" Assistant Professor of "Subject"	10%
Associate Professor with Tenure Senior Director Scientific Director	15%
Senior Scientific Director (age 40+) Chairperson (age 40+) Professor (age 40+) Senior Executive (age 40+)	20%

FORMS

Fidelity Investments Beneficiary Designation Form - This form is used to change your beneficiary designation.

Fidelity Transfer/Rollover Form - This form is used to transfer a retirement plan (i.e., 401(k), 403(b), 401(a), 457(b) from a past employer into the TSRI 401(a) plan. Click here for instructions.

Fidelity Distribution Form - This form is used to complete a distribution from your account upon retirement or termination.

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