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    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
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    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
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Alta Montclair TPA PortalAlta Montclair TPA Portal
  • Home
  • Employers
    • Plan Sponsor Online Portal
    • Upload Employee Contributions
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • New Plan Sponsor Onboarding
  • Participants
  • Forms
    • Financial Authorization Request Forms
    • Salary Reduction Agreements (SRA)
    • Maximum Allowable Contribution (MAC) Worksheet
  • Resources
    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Participating Financial Companies (Vendors)
    • List of Plan Sponsors (Employers)
    • California 403(b) Compare Site
  • Remittance
  • Partners
  • About us
  • Contact us

Participants

Welcome 403(b) and 457(b) Plans Participants!

It’s easy to participate in a retirement plan provided by your Employer:

  • Open account with a participating Financial Company (Vendor) under your Employer’s Plan.
  • Submit Salary Reduction Agreement (SRA) to your Payroll Department to start contributing to your plan.

Articles posted on this site can provide you all necessary information about the rules governing 403(b) & 457(b) retirement plans.

For all other questions, please use Contact us form below to submit your inquiry and we’ll get back to you as soon as possible.

Download and Submit Compliance Documents and Forms

Financial Authorization Request Forms

To request Transfers, Rollovers, Exchanges, Distributions (including Hardship and Unforeseen Emergency) and to authorize Loans from your Retirement Account, please download and submit appropriate forms.

Request Financial Authorization

Salary Reduction Agreements (SRA)

Salary Reduction/Deduction Authorization (SRA) Forms for your Employer’s Retirement Plans are available for download. If your School District participates in electronic data exchange program, you can submit SRA Form online.

Submit SRA Forms

Maximum Allowable Contributions (MAC)

If your Employer permits special 15-year Service-Based Catch-Up Contributions, or you plan to use Age-Based Catch-Up Contributions, please submit Maximum Allowable Contribution (MAC) Worksheet to your Plan Administrator.

Submit MAC Worksheet

Learn More About Your 403(b) and 457(b) Plans

  • 403(b) Plan Information

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  • 457(b) Plan Information

    READ MORE

  • Compare 403(b) and 457(b) Plans

    READ MORE

  • Contributions Guidelines

    READ MORE

  • Financial Hardship Distribution Rules

    READ MORE

Contact Us with Your Questions

We Are Glad to Hear from You

If you have a question related to your retirement plan, please submit it via the form below and we’ll get back to you as soon as we can.

    Forms & Templates

    Financial Authorization Requests

    Salary Reduction Agreement (SRA)

    Maximum Allowable Contributions

    403(b) & 457 Plans Resources

    • Contributions Guidelines
    • 403(b) Plan Information
    • 457(b) Plan Information
    • Compare 403(b) and 457(b) Plans
    • Financial Hardship Distribution Rules
    • Approved Financial Companies (Vendors)
    • IRS Publication 571
    • IRC 403(b) Tax-Sheltered Annuity Plans
    • IRC 457(b) Deferred Compensation Plans
    • California 403(b) Compare Site
    • California State Teacher’s Retirement System
    • California Public Employees Retirement System

    Search This Site

    Contact Us

    We're not around right now. But you can send us an email and we'll get back to you, asap.

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    403b/457b retirement Plan Administration (TPA) and Common Remitting Services. Comprehensive cloud-based Financial Technology Solutions and Services for Plan Sponsors/ Employers.

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    We are different than the competiton

    We provide 403b/457b Plan Administration (TPA) and Common Remitting services at NO Cost to Plan Sponsors.
    More choices of financial companies for Plan Participants.
    Customized and flexible Alta Montclair Portal experience for Employers, Vendors, and Financial Partners.
    Data transparency, process automation, real-time reports.

    Find out more

    Alta Montclair Contact Info

    • Alta Montclair Corporation
    • 481 N Santa Cruz Ave, #185, Los Gatos, CA 95030
    • 866-641-8477
    • TPA: 408-371-9327; IT Support: 419-593-1349
    • tpa@altamontclair.com
    • https://altamontclair.org

    EBSA Contact Info

    • Employee Benefits Services & Advisors, Inc.
    • 901 Campisi Way, Suite 240, Campbell, CA 95008
    • 408-978-1000
    • 408-371-9327 or 408-371-9364
    • info@ebenefitsservices.com
    • ebenefitsservices.com

    © 2014 - 2025 — Alta Montclair. All Rights Reserved — Privacy Statement — Terms of Service

    • Home
    • Employers
      • Plan Sponsor Online Portal
      • Upload Employee Contributions
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • New Plan Sponsor Onboarding
    • Participants
    • Forms
      • Financial Authorization Request Forms
      • Salary Reduction Agreements (SRA)
      • Maximum Allowable Contribution (MAC) Worksheet
    • Resources
      • Contributions Guidelines
      • 403(b) Plan Information
      • 457(b) Plan Information
      • Compare 403(b) and 457(b) Plans
      • Financial Hardship Distribution Rules
      • Participating Financial Companies (Vendors)
      • List of Plan Sponsors (Employers)
      • California 403(b) Compare Site
    • Remittance
    • Partners
    • About us
    • Contact us