Unclassified Board of Regents Plan
Recent Changes in: BOR - Retirement Letter | BOR - Mandatory Retirement Plan |
Investment Agreement - Mandatory Retirement Plan (MS Word)
The Kansas Board of Regents (KBOR) Basic Retirement Plan provides a defined
contribution (403b) retirement program for unclassified Board of Regents employees.
Download the Plan Document, Investment Policy Statement, KS BOR Brochure, and Comparison Chart of the Kansas Board of Regents Mandatory Retirement Investment Providers for details. All unclassified employees who are eligible shall participate in the Plan after
completing one year of service. Eligible employees may, under certain
circumstances, be permitted to enroll right away. See Waiver for Mandatory Retirement Plan.
Major Features
Employee contributions are tax deferred and
vesting is immediate. The current value of the combined employee and employer
contributions is payable to beneficiaries if the employee dies before retirement.
The employee's contributions shall be made to any one of the two approved insurance
companies. Members do not make contributions to KPERS but are covered
by the KPERS Death and Disability Benefits Program. See Long Term Disability Benefit for Participants for information on contributions for participants who become disabled.
Approved Insurance Companies
| Company |
Contact |
Telephone |
| ING |
|
|
| Model Portfolio Brochure |
Dennis Powell |
913-661-3777 |
| 10740 Nall Ave. |
Wendy Prestwood |
913-469-8800 |
| Suite 120 |
Sharon Robinson |
913-661-3760 |
| Overland Park, KS 66211 |
Giles Thompson |
785-856-7500 |
| |
| UKSM-Wichita |
Steve Cross |
316-788-0788 |
| |
Dan Wetta |
316-686-2428 |
| |
Tom Miller |
316-612-4666 |
| |
Fred Sauer |
316-685-5311 |
| |
|
|
| TIAA/Cref |
|
|
Choosing Your Investments Brochure |
Kelly Kratz |
785-856-4806 |
4910 Corporate Centre Drive, Suite 101 |
Barry Benkelman |
785-856-4803 |
| Lawrence, KS 66047 |
Justin Blatny |
785-856-4804 |
| 866-842-8604 |
|
|
Contributions
Employee - 5 ½ percent of gross compensation and are tax sheltered.
KUMC - 8 ½ percent of gross compensation.
Contact Information
Benefits Office at 913-588-5087