403(b) RETIREMENT PLAN (pre-tax benefit) Eligible employees can enroll in a 403(b) plan at anytime during the year, NOT just during open enrollment.
Eligibility: All permanent employees, tutors, substitute classified employees, retirees on Section 1039 contracts and temporary employees on extra duty contracts. Participation is mandatory for some employees (see Features and Highlights). This is the one benefit that can be changed throughout the year.
Harfst and Associates will be giving a 403b plan presentation and answer any questions you may have during open enrollment on the following dates.
To change your monthly plan contribution, beneficiary, contact information, request a loan distribution or change fund selections, view the Online Information Form prior to accessing your account atnationwide.com/login.
To rollover money from an IRA or a prior employer’s qualified plan, contact:
(503) 482-7608 firstname.lastname@example.org
Once your account is established, you will receive quarterly statements from Nationwide.