Welcome Employees To Your 403(b) Website
Use this Educational Portal to learn about your Employer Sponsored 403(b) Plan, how it benefits you, the steps to create your own personal retirement 403(b) account and where to get information and guidance.
Skip The Line And Open Your 403b Account Today
If you know what you want, open your 403b account today by calling 650-766-1651
Have a 403b Account and Need a Transaction Approval?
The Plan's TPA Website is a Click Away for You to Secure a Withdrawal, Transfer, Rollover or Loan Approval.
Forms
To Start, Stop, Increase or Decrease your 403b Contribution you will need to access the TPA website for online submission. Click on the button below.
UPA's Approved 403b Vendor List
Vendor ID Vendor Name
1967 Aspire - Advisor Trust
1025 Franklin Templeton
1121 Invesco (Formerly Oppenheimer)
1022 Security Benefit
1102 Vanguard - Plan#
1060 Voya - ReliaStar Life Insurance Co
EMPLOYER MATCHING BENEFIT
UPA BELIEVES THAT ALL EMPLOYEES DESERVE A GOOD RETIREMENT PLAN. FOR THOSE EMPLOYEES NOT ELIGIBLE TO PARTICIPATE IN THE CalSTRS PENSION PLAN, UPA OFFERS FULL TIME EMPLOYEES A 5% 403(b) MATCHING CONTRIBUTION BENEFIT. PLEASE SEE PLAN DETAILS IN EMPLOYEE HANDOUT BELOW.