A tax sheltered annuity/403(b) (TSA) is a voluntary program whereby the employee contributes money; pre-tax, to save for retirement. WMHS matches the employee contributions at 50% up to 6% of the employee's base pay. The Principal Financial Group is the 403(b) vendor for WMHS employees. To discuss your investment options or to meet with a Principal financial representative call 1-800-547-7754.

The Principal Financial Group will be on site throughout the year to hold one-on-one meetings with employees. We encourage employees to meet with the Principal Financial Group Representative to learn more about the investment options, review your personal accounts and obtain education material about the financial market. A schedule of 1:1 meetings will be announced each month approximately two weeks prior to the Principal representative’s visit as well as instructions on how to schedule your appointment.

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Listed below are various references or forms to help you with the TSA process (click on the form name to open and print).

Form	Purpose
Principal Financial Group Plan Summary and Investment Options - (PDF File)	Printable copy of the WMHS 403b retirement plan through Principal Financial Group. Includes enrollment instructions, enrollment/beneficiary forms, rollover/transfer forms, investment fund options and plan summary.
Qualified Default Investment Alternative(QDIA) - (PDF File)	a printable copy of the employee memo and the participant notice of the default investment options
Manning and Napier Funds - (PDF File)	printable copies of the default investment options
WMHS 403b/Tax Sheltered Annuity Summary Plan Description - (PDF File)	Printable copy of the WMHS Tax Sheltered Annuity Thrift Savings Plan Summary Plan Description

Participant quarterly statements are available on-line thru the Principal website (http://www.principal.com/index.shtm)

If you have any questions regarding this benefit, please call Human Resources at 240-964-8214 or email Diane Failinger Short, HR Benefits Specialist at dshort@wmhs.com