Voluntary Retirement 403(B) & 457(B)

• 403(b) Plan Annual Notice (English / Spanish)
• Distribution Form
• Enrollment Instructions
• Plan Description
• Plan Information
• TRS Certified 403(b) Carriers

Highlights

• Pre-Tax Contributions made by employees
• Contribution limit of $18,000 in 2017
• Roth 403(b) available
• Catch-up contributions available for age 50+
• Transfers available from another employer's 403(B) plan
• Loans are available, subject to availability and certain conditions

403(b) Match Plan

Notice: Effective July 31, 2012, the District no longer participates in the 403(b) Match Plan.  You may continue to make personal contributions to a 403(b) Plan, but the District will not make any contributions on your behalf. 

403(b) Distribution Fax Cover Sheet

Prior District Matching Contributions Vesting Schedule

Years of Services	Vested
1	20%
2	40%
3	60%
4	80%
5 or more	100%

• Enrollment Instructions
• Plan Information

Highlights

• 457(b) Plan Enrollment Instructions
• Pre-Tax Contributions made by employees
• Contribution limit of $18,000 in 2017
• Catch-up contributions available for age 50+
• Rollovers from another qualified plan are available
• Loans are available, subject to certain conditions.