• 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
    • To generate an Exchange, Rollover, or other transaction with your 403(b), contact your 403(b) provider and visit TSA's Online Distribution System to process the request.
    • How do I switch 403(b) providers, Click Here
    • 403(b) and 457(b) Plan Information for Distributions, Exchange, Transfers, Loans, Rollovers, contact your plan provider and visit Tax Shelter Annuity's (TSA) Online Distribution System to process the request, and click this link...https://transaction.tsacg.com/index.php
    • For additional information about the 403(b) program, Click Here
    • A Summary of the WSSD's 2021 - 403b TSA Program, Click Here