403(b) Enrollment Booklet - Unity Health System

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Plan Highlights
Unity Health System TSA Savings Plan is a valuable employee benefit and one of the most powerful ways to
build your retirement savings.
Take a few minutes now to read through these plan highlights and learn more about all the features and
benefits your plan includes. You'll find more about when you can join, how much you can contribute, when
you can make changes, and how you can access your savings.
Keep in mind this is simply a quick overview of your benefits. For complete details or plan updates, please
refer to your Summary Plan Description (SPD).
Unity Health System TSA Savings Plan
Eligibility
Eligibility provisions vary by contribution(s) and/or group(s) as outlined below:
Voluntary Deduct
You are immediately eligible to participate in the plan for purposes of this contribution. You may join
the plan for purposes of this contribution on the first day of the next payroll period.
Employer Match
You are immediately eligible to participate in the plan for purposes of this contribution. You may join
the plan for purposes of this contribution at any time.
To receive the Employer Match you need to complete 1 year of service and work 1,000 hours.
You are not eligible for the Employer Match if you are in one of the following groups:
• Employees of a controlled group Employer that does not affirmatively adopt this Plan
If you are in the following group, you are not eligible to participate in the plan:
• Employees covered under a collective bargaining agreement that does not provide for participation
in the plan
• Leased employees
Your Contributions
You may choose to make pre-tax contributions from 1% up to 100% of your pay.
• You may increase or decrease your contributions each payroll period. You may stop your
contributions at any time.
For your deferral amount, you can elect a percentage per pay period.
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