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Tax Sheltered Annuities – 403(b) General Information

As part of your overall benefits package, Questar III offers employees the opportunity to participate in a Tax Sheltered Annuity, also known as a 403(b) plan. This plan allows you to set aside money from your wages on a pre-tax basis towards your retirement and you direct where the money is to be invested using the approved group of vendors.

Where no vendor indicator appears, the Service Provider has not yet signed an Information Sharing Agreement (ISA) with OMNI. OMNI is diligently working with all remaining Service Providers to maximize their participation in your plan. In order for a service provider to participate, they must enter into an Information Sharing Agreement with OMNI, or once your employer has a written Plan Document, whichever is sooner. OMNI will only service 403(b) accounts held by a Participating Service Provider.

Approved Vendor Links for Questar III

The service providers listed below will continue to participate after the new 403(b) regulations are in effect, January 1st, 2009.