Supplemental Plans

Supplement Retirement Plans, (called SRAs), 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. 

Get more information concerning Supplemental Retirement Accounts:

403(b)

457(b)

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

PLANS

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

TIAA
370 17th Street, Suite 200
Denver, Co. 80202
1-800-842-2776

Empower Retirement - 457(b)
(MT Deferred Compensation Plan)
PO Box 173764
Denver, CO 80217-3764
1-877-699-4015
1-406-980-0483 - Chris Heisel, CRPC*

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 Street
PO Box 1019
Denver, CO 80201-9760
1-800-MET-0030