Listing generated on 03/29/2024 at 04:43:40.

Keydate: 2023-01-27
Policy Name: Supplemental Retirement Plans
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 06/10/2021
Last Changed by: Cooper, Andrea G on 01/27/2023
Policy Narrative: PDF File

Policy Summary/Purpose:
This policy provides an explanation of the provisions of Section 403(b) and
457 of the Internal Revenue Code of 1954, as amended, for purchasing pre-tax
and post-tax annuities and mutual funds for additional retirement benefits.


Keydate: 2021-06-10
Policy Name: Supplemental Retirement Plans
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 06/10/2021
Last Changed by: Baker, Kathryn Louise on 04/19/2022
Policy Narrative: PDF File

Policy Summary/Purpose:
This policy provides an explanation of the provisions of Section 403(b) and
457 of the Internal Revenue Code of 1954, as amended, for purchasing pre-tax
and post-tax annuities and mutual funds for additional retirement benefits.


Keydate: 2009-06-23
Policy Name: Supplemental Retirement Plans
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 06/23/2009
Last Changed by: Jones, Clayton H on 07/09/2018
Policy Narrative: PDF File

Policy Summary/Purpose:
This policy provides an explanation of the provisions of Section 403(b) and
457 of the Internal Revenue Code of 1954, as amended, for purchasing pre-tax
and post-tax annuities and mutual funds for additional retirement benefits.


Keydate: 2007-10-23
Policy Name: Supplemental Retirement Plans
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 10/23/2007
Last Changed by: Mullen, Mary E on 08/26/2007
Policy Narrative: PDF File

Policy Summary/Purpose:
An explanation of the provisions of Section 403(b) of the Internal Revenue
Code of 1954 is given for tax advantages of purchasing an annuity for
additional retirement benefits.


Keydate: 2007-08-15
Policy Name: Supplemental Retirement Plans
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 08/15/2007
Last Changed by: Jones, Clayton H on 08/24/2007
Policy Narrative: PDF File

Policy Summary/Purpose:
An explanation of the provisions of Section 403(b) of the Internal Revenue
Code of 1954 is given for tax advantages of purchasing an annuity for
additional retirement benefits.


Keydate: 2005-01-01
Policy Name: Tax-Sheltered Annuities and Mutual Funds
Policy Code: HRO.BE.600.240
Status: Deactivated
Administrative Division: VC for Administration & Finance
Responsible Office: Human Resources
Effective Date: 06/13/2005
Last Changed by: Jones, Clayton H on 08/02/2005
Policy Narrative: PDF File

Policy Summary/Purpose:
An explanation of the provisions of Section 403(b) of the Internal Revenue
Code of 1954 is given for tax advantages of purchasing an annuity for
additional retirement benefits.