Transamerica 401(k) - Crozer-Keystone Health System - PA

Your Transamerica 401(k) is Here!

Important Information for All Employees

Click here to view information about the Crozer-Keystone 401(k) Plan. This booklet was also recently mailed to your home.

Help Desk Schedule

Transamerica representatives will be available System-wide to answer your questions and to assist you with enrolling in a Transamerica 401(k). Click here to view a new schedule of Transamerica 401(k) informational meetings and Help Desk dates and times.

If you unable to visit a Help Desk, you may also call Transamerica at 800-755-5801 (Monday to Friday, 8 a.m. to 8 p.m.).

Set Up Your Transamerica Account Online

Enroll Online

First-time users will create a user name and password. When you enroll, you will select the flat dollar amount or a percent of your pay that you will save and you will determine how to invest your pre-tax savings. Be sure to name a beneficiary(ies) when you set up your account.

Click here to learn just how easy it is to set up and access your Transamerica account.

Your Current Fidelity or TIAA Account

Active CKHS employees are encourage to click here for information regarding any action you have to take related to your CKHS 401(a) (Defined Contribution Retirement Plan), 403(b) (Tax Sheltered Annuity/TSA), or 401(k). Carefully review this Guide to ensure you choose the right distribution option for your Plan benefits and take the appropriate actions to process your distribution in a timely manner. We also encourage you to review this Guide with your tax and/or financial advisor. The final date that you have to take action has not yet been determined; we anticipate that the deadline will be on or about Dec. 31, 2016.

NOTE: If you are a retired employee, please click here for details that apply to you.

Click here to view and/or print the Transamerica rollover form that you will need if you decide to transfer any of your Fidelity and/or TIAA-CREF savings to Transamerica.

Need Rollover Assistance?

Fidelity and/or TIAA representatives will be glad to assist you with completing your rollover paperwork. Contact the appropriate representative at the phone number or website below.

Contact

Phone

Website

Fidelity Investments

800-343-0860

Click Here

TIAA

800-842-2776

Click Here

Transamerica

800-755-5801

Click Here

Important dates:

  • October 11: Be sure to enroll by Oct. 11! If you do not enroll by Oct. 11, deductions equal to 4% of your gross pay will automatically begin - even for non-benefit eligible employees. If you do not want to save 4% in a Vanguard Target Date Fund, you must opt out or choose a different amount.
  • Future date to be determined: That will be the last day that you can take action related to your current pre-tax retirement savings with Fidelity or TIAA-CREF. You still have time! Click on the link above to refer to the booklet that explains your options (The Participant’s Guide to Plan Terminations), which was also mailed to your home.

CKHS Tax Sheltered Annuity (TSA) and Defined Contribution Retirement Plan Contributions

January to June (six month) 2016 CKHS Tax Sheltered Annuity (TSA) and Defined Contribution Retirement Plan contributions were deposited into eligible employee’s accounts. Eligible employees received one-half of the annual amount due now and Prospect will make the contribution for the period of 2016 following the Prospect Crozer LLC Plan adoption which is Sept. 1, 2016.

Note: Previous communications referenced July 1,2016 instead of September 1, 2016, which is incorrect.

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