403(b) Retirement Plan

The BIC Foundation administers 403(b)(9) retirement accounts for BIC U.S. congregations and pastors interested in participating.

Participant Portal Enrollment

• Participant Portal Enrollment Instructions

 

Employer Forms

• Multiple Employer Plan Participation Agreement Addendum | Addendum Instructions
• 2023 Coupon (.xlsx) | 2023 Coupon (.pdf) | Coupon Instructions
• How to Use Online Coupon DVC
• Online Coupon Format for Uploading to DVC (.xlsx)

Employee Forms

• Full Enrollment Packet (steps 1-5 with instructions)
  
• Welcome Letter
• Enrollment Instructions
• Salary Reduction Agreement (step 1/5)
  
• Enrollment Form (step 2/5)
  
• Beneficiary Designation or Change Form (step 3/5)
• Investment Election Form (step 4/5)
  
• W-9 Form (step 5/5)
  

*Note: All steps required for enrollment

403(b) Loans

• Loan Policies, Procedures, & Application
• Application Instructions
• Qualified Plan Loan Offsets and Plan Loan Offsets

Helpful Tools

• Deferral Worksheet
• Trust Beneficiary Certification Form

More Information

If you have questions or would like a copy of the entire plan document, please contact plan administrator, Dave Strausser, at 717-796-4788 ext. 5418 or via email.