Contract_Attachment_3_(Part%204)_UT_403b_Plan_Amdt_4_FINAL.pdf

This document is an amendment to the University of Tennessee's 403(b) retirement plan, specifically addressing modifications to the plan document that governs recordkeeping, administration, and investment options for the State of Tennessee's Optional Retirement Program and Public Higher Education 403(b) Plans. The amendment, dated April 14, 2025, represents the fourth amendment to the original plan document and establishes updated terms and conditions governing participant eligibility, contribution limits, investment options, and administrative procedures for employees participating in the state's optional retirement arrangements. The modification ensures compliance with current federal tax regulations and Internal Revenue Code requirements while maintaining operational continuity for existing plan participants and administrators responsible for plan management across Tennessee's higher education institutions.

The amendment includes technical revisions and clarifications to existing plan provisions without substantive changes to core benefit structures or contribution mechanisms. The document serves as a binding contractual modification between the State of Tennessee and plan service providers, establishing the framework under which recordkeeping, investment management, and participant administrative services are delivered. This amendment reflects standard plan maintenance activities required to keep retirement benefit documents current with regulatory changes and operational needs within public higher education systems.