403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON
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403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON403b/457B For californiA sCHOOL Teachers - STAFF & administratiON

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    CREDO HIGH SCHOOL

    Your Exclusive 403b Resource Portal

    Welcome Employees To Your 403(b) Website

    Use this Educational Portal to learn about your Employer Sponsored 403(b) Plan, how it benefits you, the steps to create your own personal retirement 403(b) account and where to get information and guidance.

    SCHEDULE A MEETING WITH CHS'S APPROVED 403B RETIREMENT account SPECIALIST

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    If you know what you want, open your 403b account today by calling 707-225-2251

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    Forms

    To Start, Stop, Increase or Decrease your 403b Contribution you will need this SRA form.

    SRA Form Access

    CHS's Approved 403b Vendor List

     Vendor ID Vendor Name

    1967       Aspire (Advisor Trust) - ROTH 

    1097       CalSTRS Pension 2 - ROTH

    1036       National Life Group - LSW _ROTH

    1022       Security Benefit - ROTH

    1102       The Vanguard Group - ROTH

    1023       TIAA

    RESOURCE ACCESS

    CLICK BELOW TO ACCESS PLAN AND RETIREMENT RESOURCES
    CHS Employee Handout 2024Are There Fees and Expenses?Are There IRS Rules About These Accounts?What is a TPA and how do they work for you?How $200 a Month = $100,000 in 20 YearsHOW TO CREATE Tax Free Income Too!mAXIMUM CONTIBUTION LIMITS403b pay period contribution form - sra

    403b Plan Form SRA - Start/Stop/Change My Pay-Period Contribution Amount

    403-200.1 Salary Reduction Agreement (Dollar Amount Only) (pdf)

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