Updated enrollment packets are now available electronically. Click on
Enrollment Packets in the Resources section to view and select the packet that applies to you. Please note that there is also a separate link for the
Fund Fact Sheets in the
Enrollment Packets section. Just a reminder to attach these with your applicable enrollment packet, as they are no longer included in the enrollment documents.
Reminder: When remitting payments, quarterly fees and contribution payments must be separate payments. If the payments are combined, the payment will be rejected and returned to you. Please be sure to review the
403(b) Administrator Checklist and Reminder included in both the
2024 Annual 403(b) Updates and Administrative Issues Letter and the
2024 e-Newsletter (links to both are below) for other common remittance errors.