Retirement Plan Forms for 403(b) Tax Sheltered Annuity and 457(b) Deferred Compensation Plan

Salary Reduction Agreement forms
This packet included Salary Reduction Agreement forms for 403(b) and 457(b) plans, the approved vendor list, and a coversheet for faxing forms to RCOE’s third party administrator, SchoolsFirst Federal Credit Union

Universal Notification Letter
This letter from SchoolsFirst Federal Credit Union provides an overview of their role as RCOE’s third party administrator and general information about 403(b) and 457(b) plans.

Understanding Your 403(b)
This fact sheet provides details about 403(b) plans.

Understanding Your 457(b)
This fact sheet provides details about 457(b) plans.