Retirement 403(b) Plan
Transamerica Retirement Solutions - 403(B) Plan
Customer Service Information: 314.792.7262 or 314.792.7261
ANNOUNCEMENT: Are your ready to retire? Are you 55 and older?
Gallagher Retirement Services and Transamerica Retirement Solutions is providing Get Ready to Retire comprehensive seminars. They will provide you with helpful resources and organize your thoughts for this new stage in your life.
Please go to archstl.org/trsretire.com to register and attend one of the the three sessions.
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.
Quarterly statements are mailed to all enrolled participants in the plan. Transamerica also provides direct on-line account information at archstl.trsretire.com. The following retirement plan files are available for review and/or downloading from this benefit website:
- Retirement Summary Plan Description, amended January 1, 2009
- Transamerica Retirement Plan Highlights 2015 - 2016
- 403(b) Transamerica Salary Reduction Agreement Form 2015
- 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: