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Roth 403(b)

Participants in the AG Financial 403(b) Retirement Plan can choose to contribute to their account on an after-tax (Roth) basis.Two primary benefits of the 403(b) Roth option are tax-free earnings and tax-free distributions upon retirement.

To decide whether or not a Roth is right for you, view Roth 403(b) FAQs »

Enroll

Choose the Roth option when you enroll, simply fill in the appropriate information on your Payroll Deduction Form.
Enroll now »

Convert

Already enrolled in our pre-tax 403(b)?

You may now be able to convert your pre-tax and traditional after-tax 403(b) balances to a Roth 403(b) after-tax account within the 403(b) plan.

Download the Roth 403(b) Conversion Form »

View conversion FAQs »

Remember to consult your tax advisor regarding your specific tax situation. If you have questions, please call 1.800.622.7526 or email retirement@agfinancial.org.

Many Roth 403(b) rules differ from Roth IRA rules. Roth 403(b) contributions are taxed before going into the plan. Roth 403(b) contributions are made through salary deferral. Distributions are allowed after five years from the date of the first contribution and can only be made after age 59½, at disability, or at death. Distributions for severance from employment are allowed but may be subject to taxes and IRS imposed penalties. Roth 403(b) contribution limits are specified by law.

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