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Participation Eligibility & Contribution Limits (Clatsop Behavioral Healthcare)




2018 403(b) TSA Plan Announcement


Retirement Saving Opportunity - The 403(b) TSA Plan

Clatsop Behavioral Healthcare (“Employer”) offers an excellent program through which you may contribute a portion of your current income into retirement savings accounts. Your Employer’s retirement savings program is offered under Section 403(b) of the Internal Revenue Code and is called the Tax-Sheltered Annuity Plan (“TSA Plan”).

Eligibility to Participate

All part-time and full-time employees are eligible to contribute to the TSA Plan.

You may begin making elective deferrals in the TSA Plan at any time by first establishing an investment account with an approved vendor, and then completing a salary reduction agreement, signing it, and submitting it to your payroll office.

Contribution Limits for 2018

The basic elective deferral limit for 2018 is the lesser of $18,500.00 or 100% of your compensation.

If your 50th birth date occurs on or before December 31, 2018, you are eligible to defer an additional $6,000.00, provided your compensation is large enough to allow the extra deferral.

Vendor Options Under the TSA Plan

The TSA Plan offers two vendor options:

VALIC:
Terry Helland, 503-276-1400, terry.helland@valic.com

American Funds:
Terry Helland, 503-276-1400, terry.helland@valic.com
Richard G. Thomas, 503-717-5512

Participant Responsibilities

When contributing to your employer-sponsored retirement savings plan, it is important that you monitor your account activity regularly for accuracy (e.g., deposits of your contributions). If you believe that a problem may exist, please contact the Third Party Administrator (see contact information below) and/or your employer immediately.

Additional Information Available from Third Party Administrator

Your Employer has adopted the services of Carruth Compliance Consulting, Inc. (CCC), an independent third party administrator, to provide compliance and administration services. For questions regarding your Employer’s TSA Plan please contact CCC at:

Carruth Compliance Consulting, Inc.
11515 SW Durham Road, Suite E-10
Tigard, OR 97224
Phone: 503-968-8961
Toll-Free: 877-222-3090

Click here for rendered version of 2018 Eligibility & Limits Announcement for Clatsop Behavioral Healthcare


2017 403(b) TSA Plan Announcement


Retirement Saving Opportunity - The 403(b) TSA Plan

Clatsop Behavioral Healthcare (“Employer”) offers an excellent program through which you may contribute a portion of your current income into retirement savings accounts. Your Employer’s retirement savings program is offered under Section 403(b) of the Internal Revenue Code and is called the Tax-Sheltered Annuity Plan (“TSA Plan”).

Eligibility to Participate

All part-time and full-time employees are eligible to contribute to the TSA Plan.

You may begin participating in the TSA Plan at any time, by first establishing an investment account with an approved investment provider, and then completing a salary reduction agreement, signing it, and submitting it to your payroll office.

Contribution Limits for 2017

The basic elective deferral limit for 2017 is the lesser of $18,000 or 100% of your compensation.

If your 50th birth date occurs on or before December 31, 2017, you are eligible to defer an additional $6,000, provided your compensation is large enough to allow the extra deferral.

Vendor Options Under the TSA Plan

The TSA Plan offers two vendor options:

VALIC:
Terry Helland, 503-276-1400, terry.helland@valic.com

American Funds:
Terry Helland, 503-276-1400, terry.helland@valic.com
Richard G. Thomas, 503-717-5512

Participant Responsibilities

When contributing to your employer-sponsored retirement savings plan, it is important that you monitor your account activity regularly for accuracy (e.g., deposits of your contributions). If you believe that a problem may exist, please contact the Third Party Administrator (see contact information below) and/or your employer immediately.

Additional Information Available from Third Party Administrator

Your Employer has adopted the services of Carruth Compliance Consulting, Inc. (CCC), an independent third party administrator, to provide compliance and administration services. For questions regarding your Employer’s TSA Plan please contact CCC at:

Carruth Compliance Consulting, Inc.
11515 SW Durham Road, Suite E-10
Tigard, OR 97224
Phone: 503-968-8961
Toll-Free: 877-222-3090
E-mail:  Submit A Question To CCC