|
|
457 and 403(b) Investment Programs
Contact: Shannon Krysl, Director of Risk Management 973-4581
NEW 403(b) PLAN ADMINISTRATOR
Effective 9/1/2009 CPI Qualified Plan Consultants in Great Bend, KS will handle compliance issues regarding all 403(b) plans available for district employees. This will include processing loans, hardship requests, distributions and contract exchanges. Contact CPI at 1-877-488-4040 for assistance with these requests.
CPI Transfer Request form
CPI Loan Request form
CPI Hardship Request form
CPI Elective Deferral and Vendor Election form
_____________________________________________________________________________________
January 2009 - IRS regulations changes for 403(b) plans
January 1, 2009 IRS regulations will change in regard to the handling of employer-offered 403(b) plans. The district has a new 403(b) plan administrator to take care of these new requirements.
**** This change is for the 403(b) plans only. The 457 program will continue as is.
403(b) Plan Document
_____________________________________________________________________________________
Voluntary Retirement programs for USD 259 Employees
USD 259 employees have the opportunity to set up contributions to their personal investment programs through payroll deductions. The district has two programs that are available for employees.
457 Deferred Compensation program through the Hartford Company
The district entered into an agreement with The Hartford to manage and direct our 457 program. The investment counselors who can help you with this program are Kent Taylor and Amy VanWinkle. They may be contacted at 210-5049.
403(b) Tax Sheltered Annuity programs - Vendors must be on the approved list below
Employees interested in contributing to a 403(b) plan through payroll deduction must choose a company on the approved vendor list.
403(b) Vendor List 3-13-2009
|
|
|
SEARCH
FIND A SCHOOL
Quick Links
|
|
|