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) supplemental retirement accounts.

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

Salary Deferral Agreement (457 (b)

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

PLANS

(Please note that contributions are changing as of February 1, 2018 and TIAA will be the single service provider for 403(b) supplemental retirement accounts). 

TIAA
370 17th St, Suite 200
Denver, Co. 80202
1.800.842.2776

Empower Retirement - 457(b)
(MT Deferred Comp Plan)
208 N Montana Ave, Ste 202B
Helena, MT 59601
1.800.981.2786
1.406.897-3436 - Brett Fisher

VOYA
1.800.525.4225
Phone:  1-406.542.3148 - Edward Brown

VALIC
430 Ryman
Missoula, MT 59802
1.406.329.5500

Metropolitan Life
1125 Seventeenth St
PO Box 1019
Denver, CO 80201-9760
1.800.MET.0030