Tax-deferred Annuity Plan
This is an optional program that allows the sheltering of a portion of an individual's annual taxable gross salary from federal taxes through payroll deduction in accordance with the Internal Revenue Code, Section 403(b) and related sections, and the Massachusetts General Laws, Chapter 15, Section 18A, all as amended.
For more information about this program please the UMass Treasurer's page on tax-deferred annuities.
You may also want to download from the UMass Treasurer's Website the Salary Reduction Agreement form (28 KB PDF) required for tax-deferred annuities.
Reminder:
TIAA-CREF schedules on-campus one-on-one counseling sessions for all existing UMass Boston Retirement Plan participants, as well as potential participants who would like to obtain information on how to enroll in the ORP and 403(b) Retirement Plans. To schedule an appointment please call Wendy Lacombe at (800) 842-2004, ext 26-5947 or by calling 617-788-5947. If you are an existing TIAA-CREF participant, you can also schedule an appointment on-line at www.tiaa-cref.org/moc. Please make sure that you have your User Id and Password ready. If you experience any issues with online scheduling, please call Wendy Lacombe.
The meetings will be held in the Human Resources Department.
If you need to cancel your appointment please call Wendy Lacombe as soon as possible to let them know.
