457 and 403B (Supplemental Retirement Plans)

Tax Sheltered Annuity (TSA) Update

New IRS Rules... (click here)

 

Waco ISD strongly endorses the concept of District employees participating in a supplemental retirement plan. Everyone should set funds aside for retirement.

However, the District does not recommend or endorse any company (vendor) or agent(s). The selection of the investment company is based on your choice. The vendors and agents must complete the District's paperwork and handle all issues with First Financial Administrators (our third party administrator).

The District's policy allows for you to meet with your representative on an appointment basis. Agents are not allowed to come on campus without an appointment. The school principal must approve the solicitor's visit in advance when an appointment is scheduled. Please check with your principal or risk management department for approval.

Please understand that there are numerous agents that are actively soliciting your business and investment dollars. Most of the representatives in our area are professional people. There are few who disguise their intentions. Please remember that if you are contacted by someone attempting to market their product and services. It is not the District, TRS, or our third party administrator.

IMPORTANT INFORMATION FROM FIRSTFINANCIAL (pdf)

ATTENTION WACO ISD NEW EMPLOYEES.....
Learn about saving for retirement.

This informational video was created and directed for you by Waco ISD's Third Party Administrator, First Financial Administrator Inc.