• 403(b) 403(b) Programs

     
     
     
    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

    • 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