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Supplemental Plans

Supplement Retirement Plans, (called SRA’s), allow you to save extra money for retirement over and above any contributions you may make to an employer-mandated retirement plan. Contributions are pre-tax and must be made through payroll deduction. All non-student employees who receive paychecks through UM payroll are eligible to contribute to The University of Montana’s 403(b) or 457(b) SRA’s. There are currently six tax sheltered SRA options available.

Click a question below and get more information concerning Supplemental Retirement Accounts.

What do you have to do to start 403(b) Plan contributions?
What do you have to do to start 457(b) Plan contributions?

Consult your tax advisor and/or attorney for any tax or legal advice you may need.

Plans

TIAA-CREF
370 17th St, Suite 200
Denver, Co. 80202
1.800.842.2776
Plan: 403(b)

Great West Life
(MT Deferred Comp Plan)
208 N Montana Ave, Ste 202B
Helena, MT 59601
1.800.981.2786
1.406.549.3131
Plan: 457(b)

ING/Aetna Investment Services
1.800.525.4225
Plan: 403(b)
Edward Brown 406.542.3148

VALIC
430 Ryman
Missoula, MT 59802
1.406.728.6763
Plan: 403(b)

Metropolitan Life
1125 Seventeenth St
PO Box 1019
Denver, CO 80201-9760
1.800.MET.0030
Plan: 403(b)