403(b) Retirement Savings Plan 

Employees can choose from the following approved investment providers:

• Ameriprise Financial: 1-800-862-7919

• Equitable: 1-800-628-6673

• Franklin Templeton: 1-800-527-2020

• Horace Mann: 1-800-999-1030

• New York Life Insurance & Annuity Corp.: 1-800-598-2019

• Thrivent Financial: 1-800-847-4836

• WEA Trust: 1-800-279-4030

Pre-Tax Accounts allow contributions up to the IRS annual limit before taxes are withheld. Taxes are paid when funds are withdrawn.

Roth Accounts allow contributions on an after-tax basis; qualified withdrawals during retirement are tax-free.

Minimum contributions typically start at around $25 per paycheck, but may vary by vendor. Please verify with your selected provider. 

New enrollments, changes, or cancellations will be applied to the first payroll after your Salary Reduction Agreement (SRA) has been processed.

Processing may take up to two weeks after submission to TSA Consulting Group. 

Enroll with your chosen investment vendor (see contact list above).

Complete the online Salary Reduction Agreement (SRA) through TSA Consulting Group.

To change your contribution amount or investment vendor, complete the online Salary Reduction Agreement Form and submit it to TSA Consulting Group. 

• $24,500 – Standard Elective Limit

• $8,000 – Age 50+ Catch-Up Limit
  
  

Employees wishing to contribute above the standard limit should contact Kelli Crawford (Payroll) for guidance.

Contact your investment vendor for the appropriate form. Once completed, route all forms to TSA Consulting Group for processing. 

Loans: Not permitted under the District’s 403(b) Plan.

Hardship Withdrawals: Permitted in accordance with IRS regulations.