Tax Shelter Annuity

A tax sheltered annuity (TSA) is a voluntary program whereby the employee contributes money; pre-tax, to save for retirement. WMHS matches the employee contribution up to 5% of the employee's base pay (base salary = hourly rate x authorized hours). The match is either 35% or 50% of the contribution based on the employee's years of service. Employees with less than 10 years of service will receive $.35 on each dollar contributed up to 5% of their base salary. Employees with 10 years service and over will receive $.50 on each dollar contributed up to 5% of their base salary.

For your convenience, below is a list of our participating vendors. Contact one (or more) of these vendors to discuss their various options. Once you have found a vendor you are comfortable with, contact the vendor to schedule an appointment to complete the necessary paperwork. For your convenience, several of the vendors have scheduled times here at WMHS to assist you with your TSA needs. To view a list of the times and locations, please click here.

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

If you have any questions regarding this benefit, please contact Marcy Rice, HR Specialist at mrice@wmhs.com or call 301-723-4210.