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Rose Salter MRF Employee Information

Rose Salter MRF has not yet finalized this Page,
but the information provided should be helpful to you.

403(b) Tax Sheltered Annuity Plan (TSA)

403(b) Plans generally serve as voluntary supplemental retirement savings plans designed to supplement retirement benefits available from State pension plans and Social Security. The IRS provides a Summary of 403(b) Plan Basics page and a 403(b) Plan Brochure for Employees on its website.

Please visit the "Why Participate?" page for additional information on the benefits of utilizing the 403(b) plan.

Which Optional Features Does the District Allow in its 403(b) Plan?

403(b) Optional features are either included in, or excluded from, the Plan, as specified below and as further described in the parenthetically referenced sections in the Plan Document for Rose Salter Medical Research Foundation. These options are listed here in abstract for convenient reference:

    Catch-ups under the Plan
  • 15 Years-of-Service Catch-up Elective Deferral Contributions: No
  • Age 50 Catch-up Elective Deferral Contributions: No
  • Contributions to the Plan
  • Direct Rollovers Into the Plan: Yes
  • Employer Contributions Allowed: Yes
  • Employer Post Severance Contributions Allowed: Yes
  • Exchanges Within the Plan: No
  • Roth Contributions: No
  • Other Plan Transactions
  • Hardship Distributions: Yes
  • In-service Distributions After Age 59-1/2: Yes
  • In-service Distributions From Rollover Accounts: Yes
  • Loans: No
  • Permissive Service Credit Transfers: Yes
  • Plan-to-Plan Transfers To the Plan: Yes
  • Plan-to-Plan Transfers From the Plan: No

 

Am I Eligible To Participate? How Much Can I Contribute?

Please review the Eligibility and Limits Announcement for a full description of the employees eligible to participate and the contribution limits that apply. Rose Salter MRF does not require any minimum monthly contribution amount.

How Do I Begin, Change, or Cancel Contributions?

Please review the 403(b) Enrollment Procedures for step-by-step instructions on how to beginning participation or make a change to your contributions. This page will also list the vendors available under the Rose Salter MRF 403(b) Plan and their contact information.

Obtaining Transaction Authorization

Vouchers are available to authorize the most common transaction types. Request a Voucher here. Additional transaction information and submission instructions here.

Receiving Secure Emails: CCC sends emails containing sensitive information (such as Vouchers) via a secure email service called Sendinc from the email address "ccc-transactions@ncompliance.com". Please check your spam folder if you do not see the anticipated message in your inbox. The secure email service will require you create an account the first time you use it, more info/support is available on the Sendinc Website.

A note concerning processing times: CCC's processing time may be affected by holiday closures, overall transaction volume, as well as the due diligence, and follow-ups required on the specific transaction.

457(b) Deferred Compensation Plan

Please visit the 457(b) Information page to learn more.

 

Page Last Modified: 1/11/2024 10:46:24 AM