403(b) & 457(b) Plan Information for Employees & Advisors - Union County BOE
Plan Administrator/Third-Party Administrator - TSA Consulting Group, Inc. (TSACG) www.tsacg.com.
Current/former employees should forward their request (paperwork) for Distributions, Exchanges, Transfers, Loans, Hardship Withdrawals, and Rollovers directly to TSACG.
Please contact Brenda Dixon at (704) 296-5315 / IEP #4076 / firstname.lastname@example.org if you have any questions.
Prudential NC403(b) Plan information is as follows:
You may contact our local representative, Ms. Jodie Musselwhite, Sr. Retirement Mgr., at (704) 219-9432 or email@example.com. Ms. Musselwhite will be happy to assist you with enrollment, changes or to review your investment portfolio, etc.
NOTE: The maximum deferral amount in 2019 to a 403b plan is $19,000. In addition, the age-based additional amount limit for employees who are 50 or older by December 31, 2019, is $6,000 for a yearly total of $25,000.00.
If an employee is participating in both a 401K and a 403b plan, the contribution limits must be coordinated so that the maximum deferral between the two plans does not exceed $19,000 (or $25,000).
Rollovers from a previous employer retirement plan do not impact the maximum amount an employee can contribute to this plan.
UCPS does not offer an employee match for this plan.