Pentegra Txtech

To open a new TDA/ORP account, please complete section 1

 

Section 1: To participate in the TDA or ORP with Pentegra, please complete the following steps:

• Sign into Retirement Manager and complete the enrollment event

Enrollment for ORP will be handled through the Retirement Manager System.

1. 1. 1. Under the “My Savings Manager” section, choose Start or Change my Contributions (There are instructions on each screen to guide you)
      2. Select a plan, Optional Retirement Plan
      3. Select a date to begin. Should select first available
      4. Choose a provider. Enter 100% next to Pentegra
      5. A salary reduction agreement will appear to confirm you have elected to participate
      6. Don’t forget you will need to set up the account with the provider

• TDA/ORP Salary Reduction Agreement (please see attached forms)
• Pentegra 403(b) Enrollment Application*

 

Please continue to section 2 if you already have a TDA/ORP account and would like to exchange or transfer that account into your new Pentegra account

 

Section 2: Fill Out and Return the Following Forms

• TDA/ORP Capital Transfer*
• TDA/ORP Change of Carrier/Company
• Pentegra 403(b) Exchange/Transfer Application* Please attach a copy of the most recent statement. Also, check with current provider to see if they require their own form to be completed.
• ORP InServiceExchange*: TTU form to be completed for a transfer/exchange from one vendor to another.

 

*Please email, fax or mail the Pentegra enrollment application to:

Email:

403b-Ops@pentegra.com

Fax:

ATTN: 403(b) Services

914-821-9582

Regular Mail or Overnight Delivery

Pentegra Trust Company

c/o Pentegra Retirement Services

ATTN: 403(b) Services

701 Westchester Avenue Suite 320

White Plains, NY 10604