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
1164 American Century Investments - ROTH
1967 Aspire (Advisor Trust) - ROTH
1121 Invesco (Formerly Oppenheimer) - ROTH
1022 Security Benefit - ROTH
1060 Voya - ReliaStar Life Insurance Co - ROTH
EMPLOYER MATCHING BENEFIT
UPA BELIEVES THAT ALL EMPLOYEES DESERVE A GOOD RETIREMENT PLAN. FOR THOSE EMPLOYEES NOT ELIGIBLE TO PARTICIPATE IN CalSTRS, UPA OFFERS A $3,000 403(b) MATCHING CONTRIBUTION. PLEASE SEE PLAN DETAILS BELOW IN RESOURCE ACCESS BELOW.