PO20130124-01

Supplemental 403(b) Retirement Plan

The following documents support this policy, reviewed by the Board of Trustees on November 16, 2023:

• Board item as approved by the Board of Trustees, titled "Approve Restatement of 403(b) Plan Document"
• "University of Illinois Supplemental 403(b) Retirement Plan" as approved and a redlined version for comparison. These documents were presented with the above Board item.

 

The following documents support this policy, reviewed by the Board of Trustees on July 23, 2020:

• Board item as approved by the Board of Trustees, titled "Approve Amendment to the 403(b) Plan Document"
• Text of amendment, titled "Amendment 2020-1 to the University of Illinois Supplemental 403(b) Retirement Plan." These documents were presented with the above Board item.

 

The following documents support this policy, reviewed by the Board of Trustees on November 15, 2018:

• Board item as approved by the Board of Trustees, titled "Approve Amendment 2018-1 to the 403(b) Plan Document"
• Text of amendment, titled "Amendment 2018-1 to the University of Illinois Supplemental 403(b) Retirement Plan." These documents were presented with the above Board item.

 

The following documents support this policy, reviewed by the Board of Trustees on March 15, 2018:

• Board item as approved by the Board of Trustees, titled "Approve Restatement of 403(b) Plan Document to Incorporate Current Plan Document and Amendments One, Two, and Three Into the IRS 403(b) Pre-Approved Plan Provisions."
• Text of restatement, titled "University of Illinois Supplemental 403(b) Retirement Plan." Redline version of document also available. These documents were presented with the above Board item.

 

The following documents support this policy, reviewed by the Board of Trustees on January 24, 2013:

• Board item, as approved by the Board of Trustees, titled "Approve Amendment Number Two of 403(b) Plan Document to Address Mandatory Loan and Hardship Coordination With the State of Illinois 457 Plan."
• Text of amendment, titled "Amendment Number Two to the University of Illinois Supplemental 403(b) Retirement Plan." This document was presented with the above Board item.

• Board item, as approved by the Board of Trustees, titled "Approve Amendment Number Three of 403(b) Plan Document to Comply With the Workers, Retiree, and Employer Recovery Act of 2008."
•  Text of amendment, titled "Amendment Number Three to the University of Illinois Supplemental 403(b) Retirement Plan." This document was presented with the above Board item.