Tax Sheltered Annuity Plan is a voluntary savings program that allows employees to make pre-tax contributions to various mutual funds and insurance company annuities. Additionally, Cash Balance Retirement plan participants who contribute to the Tax-Sheltered Annuity (TSA) plan will receive a match of up to 50% on the first 6% of their TSA contributions. The match will be in the form of pay credits added to the TSA plan.

additional links

Access your TSRI Retirement Plan Account

Enrollment Guide

Fidelity 4th Quarter Fund Performances

Fidelity Special Tax Notice

NetBenefits Participant Guide

Summary Plan Description

Summary of Material Modifications

Understanding Fees and Expenses in Your Workplace Savings Plan

FAQs (Frequently Asked Questions)

forms

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

Fidelity Transfer/Rollover/Exchange Form - This form is used to transfer a retirement plan (i.e., 401(k), 403(b), 401(a)) from a previous employer into the TSRI 403(b) plan or from a current TSRI 403(b) vendor into Fidelity Investments. If you have not already established an account, other forms may be needed.

Distribution forms

Fidelity Distribution Automatic Payments Form

Fidelity Distribution Cash Payout Form

Fidelity Distribution Rollover Form - This form is used to complete a distribution from your account.