403(b) Retirement Savings Plan
This page provides links to helpful forms related to 403(b), educational resources, and detail surrounding DePauw's transition to a sole recordkeeper. Please continue checking back for updates.
- Participant Fee Disclosure
- IRS Limits - 2013 & 2014
- 403(b) Vendors
Beginning October 6, 2014, DePauw will use TIAA-CREF as its sole recordkeeper. Please access the below documents to learn more detail surrounding this transition.
DePauw University has selected the Cammack Retirement Team to provide investment advisory, consulting and compliance services for the DePauw University Retirement Savings Plan.
- 403(B) Committee Updates
- Fall 2013 Committee Updates
- Spring 2013 Committee Updates
- Frequently Asked Questions
- Roth Option (Fidelity & TIAA-CREF)
A Roth 403(b) could be a good option for:
Younger Employees who have a longer retirement horizon and more time to accumulate tax-free earnings
Highly compensated individuals who aren't eligible for Roth IRA's, but who want a pool of tax-free money to draw on in retirement
Employees who want to leave tax-free money to their heirs