403(b) RETIREMENT PLAN (pre-tax benefit)
Eligible employees can enroll in a 403(b) plan at anytime during the year, NOT just during open enrollment.
Eligibility: All permanent employees, tutors, substitute classified employees, retirees on Section 1039 contracts and temporary employees on extra duty contracts. Participation is mandatory for some employees (see Features and Highlights). This is the one benefit that can be changed throughout the year.
View Features and Highlights of the 403(b) Plan to familiarize yourself with the plan. Your contributions are invested in the Nationwide Financial Fund Window.
To enroll in the plan please view the 403b Enrollment Book and the Online Enrollment Guide prior to enrolling in the plan at nationwide.com/enroll. If you need further help with enrolling, you may view the Online Enrollment Walkthrough. If you would like a private, one-on-one conversation about your 403(b) with an advisor to help you prior to enrolling, please contact Harfst & Associates at 541-488-2634.
To change your monthly plan contribution, beneficiary, contact information, request a loan distribution or change fund selections, view the Online Information Form prior to accessing your account at nationwide.com/login.
To rollover money from an IRA or a prior employer’s qualified plan, contact:
Once your account is established, you will receive quarterly statements from Nationwide.