Supplemental Retirement Accounts

Procedures for Submitting Supplemental Retirement Account (SRA) Forms

Employees wishing to make changes or enroll in a Supplemental Retirement Account (SRA) should complete appropriate form, and sign and email it to RetirementForms@umaryland.edu

Once your your form has been received it will be processed within 2 pay periods. You will only be contacted by the UMB Benefits Team IF there is an issue with your form.

2024 SRA Deduction Deadline Schedule

Next Steps for you: - View Your paycheck to confirm the change in POSC

Supplemental Retirement Account Change Forms

Supplemental Retirement Account (SRA) deferral limits for calendar year 2024:

Age	Contribution Limit*
49 and under	$23,000
50 and over	$30,500

*These contribution limits are to either a 401(k) or a 403(b) plan. Contributions up to these maximums can also be made to a 457(b) plan

Resources:

Supplemental Retirement Comparison Chart

Retirement Vendor Information

Vendor	Contact Information	Web Address	Meet with Vendors by Appointment
Fidelity	Paul Vutiprichar (800) 343-0860 punchai.vutiprichar@fmr.com	https://nb.fidelity.com/public/nb/usm/home	Click here to schedule an appointment
Nationwide	Savannah Bellamy 443-468-5038 raths5@nationwide.com	www.msrp.state.md.us Account Info Website: www.MarylandDC.com	Do you already have an account with Nationwide through MSRP and need help with your account? Early & Mid-Career Employees: Schedule a Call or Virtual Appointment With Your Retirement Specialist, Savannah Bellamy Are you getting ready to retire or are within 5 years of retirement? Schedule an appointment with Geoff Flanders Schedule an appointment with Abby Kuo
TIAA	Field Support Team 1-800-732-8353	http://www1.tiaa-cref.org/tcm/usmd/ Foreign Language Interpreter	Click here to schedule an in person (on campus) or virtual appointment with a TIAA representative

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