Supplemental Retirement Accounts

Procedures for Submitting Supplemental Retirement Account (SRA) Forms

Employees wishing to make changes or enroll in a Supplemental Retirement Account (SRA) should complete appropriate form, and sign and email it to RetirementForms@umaryland.edu

Once your your form has been received it will be processed within 2 pay periods. You will only be contacted by the UMB Benefits Team IF there is an issue with your form.

2024 SRA Deduction Deadline Schedule

Next Steps for you: - View Your paycheck to confirm the change in POSC

Supplemental Retirement Account Change Forms

After-Tax Contribution Plans

Fidelity ROTH

TIAA ROTH

MSRP/Nationwide (401k / 457b / 403b)

Enroll or Make Changes Online

Supplemental Retirement Account (SRA) deferral limits for calendar year 2024:

Age Contribution Limit*
49 and under $23,000
50 and over $30,500
*These contribution limits are to either a 401(k) or a 403(b) plan. Contributions up to these maximums can also be made to a 457(b) plan

Resources:

Retirement Vendor Information

Vendor

Contact Information

Web Address

Meet with Vendors by Appointment

Fidelity 

Paul Vutiprichar
(800) 343-0860
punchai.vutiprichar@fmr.com

https://nb.fidelity.com/public/nb/usm/home

Click here to schedule an appointment

Nationwide 

Savannah Bellamy
443-468-5038
raths5@nationwide.com

www.msrp.state.md.us
Account Info Website:
www.MarylandDC.com

Do you already have an account with Nationwide through MSRP and need help with your account? Early & Mid-Career Employees:  Schedule a Call or Virtual Appointment With Your Retirement Specialist, Savannah Bellamy

Are you getting ready to retire or are within 5 years of retirement?

Schedule an appointment with Geoff Flanders

Schedule an appointment with Abby Kuo

 

TIAA Field Support Team
1-800-732-8353
TIAA Website

Foreign Language Interpreter

 

Click here to schedule an in person (on campus) or virtual appointment with a TIAA representative