University Retirement Plans

UNE provides a 403(b) pre-tax and post-tax retirement savings plan opportunity for full- and half-time benefit-eligible employees upon 招生. 员工 can elect to contribute to any combination of the pre-tax and post-tax savings options up to the IRS annual contribution limits. There is no waiting period to begin contributing. Eligible employees can enroll and increase or decrease their contribution percentage in UNE’s 403(b) at any time.

Once an individual becomes eligible for university contributions, UNE will match an actively contributing participant’s combined pre-tax and post-tax salary contributions dollar for dollar up to 8% of their eligible income.

员工 select their 403(b) retirement plan investment funds directly through 忠诚 Investments. 忠诚 Investments representatives and their online retirement planning tools can assist with your retirement planning decisions.

资格

  • Regular full- and half-time employees, as defined in the Personnel Handbook, may join the UNE retirement plan.
  • Participation may begin the first possible payroll after an employee's date of hire upon completing the 忠诚 online 招生 process.
  • 请参阅 Summary Plan Description (PDF) for more eligibility details and consult with 人力资源 for specific situations.
  • To be eligible for UNE’s match, an employee must have 12 months of higher education service prior to joining UNE or must work for UNE for 12 months.

     

富达资源

忠诚 Representatives on Campus

忠诚 will be on campus periodically throughout the year to assist you with your transition, 招生, and retirement planning questions.

Download instructions for how to schedule a meeting with a 忠诚 Representative (PDF)

Schedule a meeting with a 忠诚 representative

Enrolling and Managing Your Account

忠诚 provides a web-based system that allows you to enroll in and manage your account and find important investment information and tools. To make changes to your contribution amount, change your investment strategy, get an electronic statement, change your beneficiaries, 和更多的, 简单的 去富达网上 然后登录. The Quick Links option helps you find the most common services.

如何报名

招收 去富达网上 and click on the “Register as a new user” link at the bottom of the page. The system will guide you through the 招生 process. If you need help enrolling, please contact the 忠诚 退休福利 Line at 1 (800) 343-0860.

资源