Banner Health Employee Benefits - Finance  

403(b) Plan

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Banner Health's 403(b) Plan offers eligible employees the opportunity to set aside money in a pre-tax retirement plan without a waiting period.

Contributions can be directed to the regular 403(b) using pre-tax dollars, the Roth 403(b) using after-tax dollar or a combination of both but not to exceed the IRS annual limits. Please refer to the Banner Retirement Plans Information for further details.

Roll Over to a 401(k)
According to IRS regulations, in order to do a rollover, a distributable event must take place. The IRS defines a distributable event as termination from employment, reaching age 59 ½, disability or death.

Summary Plan Description

Detailed information on this benefit such as eligibility, plan coverage, limitations and contact information can be found in the Summary Plan Description (SPD).

Banner Health Employee Benefits
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These pages are highlights of the benefit plans. In the event of a difference between these pages and the legal documents/contracts, the legal documents/contracts will rule. Banner Health reserves the right to change, amend or discontinue all or part of these plans at any time for any reason. View Plan Documents
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