• 403(b) 403(b) Programs


    Due to COVID restrictions, we are utilizing this video in place of the in-person presentation. Please view the 2021 mandatory educational video about the WSSD 403(b) program:  https://4kmc.com/tpa-wallingford-swarthmore/

    The Wallingford-Swarthmore School District maintains a 403(b) and 457(b) plan with numerous providers to choose from and all employees are eligible to participate.  Contributions are withheld pre-tax from the employee's paycheck and are made via salary reduction (unless the employee elects the Roth 403(b), which is withheld after tax).  Investment accounts, including 403(b)/457(b) tax-deferred annuities and Roth 403(b)s, are subject to limitations regarding how much can be contributed each calendar year.  (Please note that the District does not contribute to this plan.) 
    • How do I start contributing to a 403(b)/457(b) plan? Click Here
    • Which Investment Providers participate with the 403(b)/457(b) plan offered by the District? Click Here
    • How do I make a change to my current 403(b)/457(b) plan? Click Here
    • What company is administering the District's 403(b)/457(b) tax-shelter account program? Click Here
    • Salary Reduction Agreement (SRA) form, Click Here
    • How to complete Part 4, Part 5, Part 7, and Part 8 of the Salary Reduction Agreement? Click Here
    • Transaction Routing Request, Click Here
    • How do I switch 403(b) providers, Click Here
    • 403(b) and 457(b) Plan Information for Distributions, Exchange, Transfers, Loans, Rollovers, Click Here
    • For additional information about the 403(b) program, Click Here
    • A Summary of the WSSD's 2021 - 403b TSA Program, Click Here