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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.
View Features and Highlights of the 403(b) Plan to familiarize yourself with the plan. Your contributions are invested in the Nationwide Financial Fund Window.
To enroll in the plan please review the Enrollment Guide. To get started with enrollment click here click here. If you would like a private, one-on-one conversation about your 403b with an advisor prior to enrolling, please contact Harfst & Associates at 541-488-2634
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 at nationwide.com/login.
To rollover money from an IRA or a prior employer’s qualified plan, contact:
Kendra McFarlane
Premier RPS
(503) 482-7608
kendra@premierrps.com
Once your account is established, you will receive quarterly statements from Nationwide.