Oct. 1 Deadline for 403(b) Appeals
Posted September 22, 1999
The deadline to appeal or request recalculation of 403(b) maximum annual contribution limits is 5 p.m., Oct. 1.
Employees may obtain appeal kits and alternative contribution limit workbooks through bencom.fone at 1-800-888-8267; press 1.
All requests, along with supporting documentation, must be sent by the Oct. 1 deadline to UC Human Resources/Benefits, Operational Compliance Unit, P.O. Box 24570, Oakland, CA 94623-1570. Requests without supporting documentation will not be processed until the necessary information is received. Departmental benefits counselors can help with gathering the needed documentation.
Excess 403(b) Contributions
On Aug. 25, a notice was sent to employees whose contributions to the Tax-Deferred 403(b) plan exceeded their maximum annual contribution limits for the l999 tax year. Employees who received this letter should follow the instructions to obtain more information about their contribution limits and other available options.
For information on the recalculation process or alternative contribution limits, or the excess contribution process, call the Human Resources Benefits Unit at 642-7053.