Retirement 403(b) Plan
Transamerica Retirement Solutions - 403(B) Plan
Customer Service Information: 314.792.7262 or 314.792.7261
For direct on-line employee account information: archstl.trsretire.com
To learn how to go to the Archdiocese Retirement Personal website call 1.800.755.5801.
Eligibility: All lay employees may contribute through salary deferral immediately upon commencement of employment. With respect to employer contributions, to become eligible, an employee must complete one year (365 days) of service and have worked 1,000 or more hours in that year regardless of part-time or full-time employment status. Teachers with full-time or half-time contracts are eligible for the employer contributions after one year of service.
This is a 403(b) tax-deferred annuity retirement plan. Each participant in the Plan has a separate account called an Individual Account. Individual Accounts include your contributions, contributions from your employer, rollovers and transfers from other retirement accounts, and the earnings on these amounts.
Transamerica (formerly Diversified) is the fund manager of the plan. Gallagher Retirement Services provides local assistance to the participants of the retirement plan. A Gallagher Retirement Services representative will contact you to schedule a meeting at your work site to assist in the enrollment process, provide annual reviews of retirement accounts, prepare individual retirement plan analyses and answer any questions about the plan.
A Gallagher Retirement Services Representative is located at the Cardinal Rigali Center and may be contacted at 314.792.7262 or 314.792.7261.
Private Catholic organizations, which are not owned by the Archdiocese, do not participate with this retirement plan. Employees of Catholic Charities agencies have their own pension plans. Depending on the agency in question, the pension plan is either a 403(b) Thrift Plan or a 401(a) Defined Contribution Plan. Also, some Catholic Charities employees may participate in a voluntary 403(b) Tax-Sheltered Annuity (TSA) benefit. For information, contact your own agency's Executive Director, or call the Catholic Charities Office of Human Resources at 314.367.5500, ext. 1122.
The new Wellness Incentive Program
Are you interested in receiving an extra $250.00 employer-paid contribution to your 403b employer contribution plan? Please read about the new Employee Wellness Incentive Program.
Documents and Forms
The following retirement plan files are available for review and/or downloading from this benefit website:
- Retirement Summary Plan Description, amended January 1, 2009
- Employee Wellness Form for 2016 - 2017
- Transamerica Lay Retirement Plan Highlights 2016 - 2017
- Transamerica Clergy Plan Highlights 2016 - 2017
- Transamerica Salary Reduction Agreement Form 2016 - SRA 2016
- PortfolioXpress and Your Retirement Plan
- Retire Track Worksheet to Manage Your Retirement
- Transamerica Beneficiary Designation Form
- Retirement Participant Information Change Form
For the Archdiocese of St. Louis Lay Employees Retirement Plan prior to Transamerica Retirement Solutions (formerly Diversified) and Gallagher Retirement Services, feel free to call the following customer service telephone numbers: