For more information about the Voluntary Retirement Plan, including information about the pre- and after-tax options with Voya and TIAA, loans and hardship withdrawals, IRS contribution limits, how to enroll, and how to schedule an appointment to receive personalized help from the retirement companies, please see the Retirement Plan Guide.
Use the links below to access these documents and forms:
- Voluntary Retirement Plan Document (pdf)
- KBOR Loan Certification Form (pdf)
- Letter to Plan Participants Regarding Changes to the Hardship Distribution Rules (pdf)
- KBOR New Hardship Request Form (pdf)
- Qualified Domestic Relations Order Information (pdf)
- Letter to Plan Participants Regarding January 2021 Plan Changes - Nov. 2019 (pdf)
- Information to Plan Participants Regarding January 2021 Plan Changes - Nov. 2020 (pdf)
- Vendor Management Document (pdf)
List of Approved Voluntary Retirement Plan Providers
The two retirement companies that are approved by the Kansas Board of Regents for its 403(b) Voluntary Retirement Plan are TIAA and Voya. For more information or to contact a retirement company representative, please visit their websites:
IMPORTANT INFORMATION FOR RETIREMENT PLAN PARTICIPANTS.
Participants in the Kansas Board of Regents 403(b) Retirement Plans who have a QDRO that will impact any of their retirement plan assets are obligated to first inform the 403(b) Investment Provider(s) who hold those assets as well as provide notification to their Employer (the state university in which they are employed) of the QDRO.
In June 2005 the Kansas Board of Regents (KBOR) established the Retirement Plan Committee (RPC) which is responsible for all issues related to KBOR’s retirement plans, including oversight of plan investments and administration for the Mandatory Retirement Plan. The RPC reports directly to KBOR. The issues the RPC will consider may be directed by the KBOR, may arise from KBOR’s fiduciary duties, or may be initiated by the RPC itself. The RPC will meet a minimum of two times a year with the KBOR investment consultant for investment review and fund analysis and other administrative issues; however, the RPC may meet additional times as required by the issues they are addressing.
RPC membership includes one member of the Board of Regents; one member of the Council of Presidents (COPs) or designee; two members of the Council of Business Officers (COBO); three Regents institution human resource directors; and two individuals nominated from the state universities who are experts in the subject matter of investments and retirement planning. A staff person from the KBOR office will serve as a non-voting ex officio member. The chairperson of the RPC will be the Board of Regents member.
The Retirement Plan Committee meetings are public and notice will be given in accordance with the Kansas Open Meetings Act (KSA 75-4317 through 75-4320a).
Download: Retirement Committee Charter (pdf)
| 2014 Meeting Information | ||
| September 16, 2014 | Agenda | |
| Segal Semi-Annual Analysis | ||
| March 11, 2014 | Agenda | Minutes |
| Segal Semi-Annual Analysis 123113 | ||
| 2013 Meeting Information | ||
| September 17, 2013 | Agenda | Minutes |
| March 12, 2013 | Agenda | Minutes |
| Segal Semi-Annual Analysis 123112 | ||
For more information about the Mandatory Retirement Plan, including information about Voya and TIAA, the waiting period and waiver opportunities, how to enroll, the employee and employer contributions, and how to schedule an appointment to receive personalized help from the retirement companies, please see the Retirement Plan Guide.
Use the links below to access these documents and forms:
TIAA and Voya Information
Mandatory Plan Documentation
If you have a question regarding a state-funded student financial aid program (i.e. scholarship status, address update, etc) please direct your inquiry directly to:
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