Human Resources

Retirement Investors' Club (RIC) 403b Program

Forms & Documents

403b Forms for Employees with Existing Accounts
Salary Reduction Form	Change salary reduction amount
Policy Review Data Sheet	Form with suggested questions to ask a provider about an existing investment product you own

403b Program Literature
Program Summary	Summary of the 403b program features, benefits, contribution limits, etc.
Provider Summary	Summary of the 403b active providers' contact, investments and services information

403b Plan Documents
Plan Summary	Basic plan document information
Plan Document	Legal plan description
Univ Availability Notice	Notice required for annual distribution by employers

403b Documents for Providers
Provider Data Sheet (layout)	Inactive (deselected) providers forward this completed form to RIC's TPA planwithease
Provider Agreement	Inactive (deselected) providers forward this completed form to RIC's TPA planwithease

 

2009 Competitive Bid Documents (this bid is now closed)

Request for Proposal PDF Word Census Data-403b Plan PDF Census Data-457/401a Plans PDF Fund Fees Excel Response to Provider Questions (issued 5/1/09) PDF Word