If you are investing in mutual funds, read the Intermediary Frequent Trading Policy.

We are pleased to offer you the following options to enroll in your Marist College retirement plan.

You must complete the following forms in order to enroll:

• A Salary Reduction Agreement allows automated, pre-tax contributions from your paycheck directly to your specified plans. Click the link(s) below to download and complete the SRA for your chosen plan:
• Marist DC Plan Salary Reduction Agreement
• Marist TDA Plan Salary Reduction Agreement

Online enrollment is the fastest and easiest way to enroll. Before you enroll, have the following information available:

• Your investment allocations, which you select from your investment choices
• Your Social Security number
• Your beneficiary's Social Security number, birth date and address

To enroll in a plan online, click the plan name below:

• Marist College Defined Contribution Plan
• Marist College TDA Plan

To enroll using the paper form, follow these instructions:

• Click the link(s) below to download the enrollment materials:
• Marist College Defined Contribution Plan
• Marist College TDA Plan
• Complete the fields as indicated
• Sign the forms as needed
• Submit the forms to:
  

  Marist College Human Resources Poughkeepsie, NY 12601