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How to enroll

Enrolling in your retirement plan is easy!

If you are not currently enrolled in the plan, and you would like to enroll, you can enroll one of three ways: online, by phone or with your local financial professional. 

Following enrollment, you will need to start your 403(b) plan deferral contributions by following the below steps:

  1. Access Retirement@Work through your institution's HR benefits office. 
    Note: All employees will have access to this system starting April 15, 2025.
  2. Select "Change your contributions" under the "Action" menu. 
  3. You can select the amount of the increase, and elect an auto-increase option.

403(b) Pre-tax and Roth

To enroll online or by phone: 

Online: Depending on your location, click on the appropriate link below to access our Simplified Online Enrollment System and follow the prompts. 

By phone: Call 1.888.569.7055 and depending on your location, provide the Enrollment Specialist with the access code below. 

  • TSUS Admin -- 0529201001
  • Lamar University -- 0529201002
  • Sam Houston State University -- 0529201003
  • Sul Ross State University -- 0529201004
  • Texas State University -- 0529201005
  • Lamar State College (Port Arthur) -- 0529201006
  • Lamar Institute of Technology -- 0529201007
  • Lamar State College-Orange -- 0529201008

403(b) Roth Only

To enroll online or by phone: 

Online: Depending on your location, click on the appropriate link below to access our Simplified Online Enrollment System and follow the prompts. 

By phone: Call 1.888.569.7055 and depending on your location, provide the Enrollment Specialist with the access code below. 

  • TSUS Admin -- 0529201101
  • Lamar University -- 0529201102
  • Sam Houston State University -- 0529201103
  • Sul Ross State University -- 0529201104
  • Texas State University -- 0529201105
  • Lamar State College (Port Arthur) -- 0529201106
  • Lamar Institute of Technology -- 0529201107
  • Lamar State College-Orange -- 0529201108

ORP plan

To enroll online or by phone:

Online: Depending on your location, click on the appropriate link below to access our Simplified Online Enrollment System and follow the prompts.

By phone: Call 1.888.569.7055 and depending on your location, provide the Enrollment Specialist with the access code below.

  • TSUS Admin -- 0529202001
  • Lamar University -- 0529202002
  • Sam Houston State University -- 0529202003
  • Sul Ross State University -- 0529202004
  • Texas State University -- 0529202005
  • Lamar State College - Port Arthur -- 0529202006
  • Lamar Institute of Technology -- 0529202007
  • Lamar State College - Orange -- 0529202008

Enroll with a financial professional

Remember, you don't have to go it alone. Our local financial professionals are always available to assist you with this process. 

RO 4231522 (3/2025)