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Tax Sheltered Annuity (403(b)) Plan
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..
| YEAR | DEFERRAL LIMIT |
| 2009 | $16,500 |
* Future cost of living increases rounded in multiples of $500
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 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.
Fidelity Investments Distribution Form - This form is used to complete a distribution from your account
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ADDITIONAL LINKS
FAQs (Frequently Asked Questions)
Fidelity 3rd Quarter Fund Performances
Understanding Fees and Expenses in Your Workplace Savings Plan