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Deferred Compensation (457(b)) Plan


This voluntary non qualified deferred compensation plan allows vice presidents, full professors and Senior Scientific Directors age 45 and older, to make pre-tax contributions to a wide array of funds with Fidelity Investments. While deferrals are vested 100%, they are subject to the claims of TSRI creditors.

How Much Can Be Deferred:


YEAR
DEFERRAL LIMIT
2009
$16,500

* Future cost of living increases rounded in multiples of $500

Forms

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 457(b) plan. If you have not already established an account other forms may be needed.

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

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

 

 

 

 

 



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Copyright © 2009. TSRI

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ADDITIONAL LINKS

Fidelity button

Fidelity 3rd Quarter Fund Performances

Enrollment Guide

FAQ's (Frequently Asked Questions)

Summary Plan Description

NetBenefits Participant Guide

Understanding Fees and Expenses in Your Workplace Savings Plan

 

 

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