Calamos Investments - Retirement and Savings

Retirement & Savings Plans

401(k)

Calamos offers associates the option to participate in the traditional before tax 401(k) and Roth 401(k).

Company Match

The plan has a 50% match on deferrals of up to 6% of total compensation, or a maximum company contribution of 3% of total compensation. Participating associates are eligible to receive company match after six consecutive months of employment. Associates are fully vested after six years, vesting 20% per year starting after the first year of vesting.

Profit Sharing

Calamos associates are eligible for annual profit sharing contributions after six consecutive months of employment. The employer contributions to the plan are discretionary. Associates are fully vested after six years, vesting 20% per year starting after the first year of vesting.

Fund Purchases

Associates and their family members can invest in Calamos funds at the net asset value (NAV).

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