Pension Fund | Enrollment Resources

Your Employees' Road to Financial Wellness Starts Here

Whether your employees intend to enroll in the Pension Plan and/or the Tax-Deferred Retirement Account (TDRA), you will find the helpful resources you need below!

This video provides a concise overview of what each product has to offer and is a helpful enrollment resource for your employees. In addition, you can click on and view our product overview here.

In addition to our employer-sponsored products, Pension Fund offers three additional savings products that will help employees meet their retirement savings goals. Click the below links to learn more:

Pension Plan Enrollment Resources

To view enrollment resources for Pension Plan, click the + to expand.

Pension Plan Overview

Enrollment Form- Pension Plan

Member Resource Book- Pension Plan

Pension Plan Historical Special Apportionments

Pension Plan Overview Video

Completing Your Pension Plan Enrollment Form

Tax-Deferred Retirement Account- 403(b) Enrollment Resources

To view enrollment resources for the TDRA, click the + to expand.

TDRA Brochure Overview

TDRA Enrollment Form

Member Resource Book- TDRA

TDRA Historical Returns

TDRA Overview Video

Completing Your TDRA Enrollment Form

457(b) Plan Enrollment Resources

To view enrollment resources for the 457(b) Plan, click the + to expand.

Enrollment Form 457(b) Plan

Salary Reduction Form For 457(b) Plan

Spousal Consent For Community Or Marital Property Form For 457(b) Plan

Transfer Form For 457(b) Plan Incoming Transfers

Beneficiary Designation Form For 457(b) Plan

Beneficiary Verification Form For 457(b) Plan