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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    NAVIGATOR SCHOOLS

    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 YOUR APPROVED 403B RETIREMENT account SPECIALIST

    Skip The Line And Open Your 403b Account Today

    If you know what you want, open your 403b account today by calling:  415-741-5474

    Or Schedule your call here

    Have a 403b Account and Need a Transaction Approval?

    The Plan's TPA Website is a Click Away for You to Secure a Withdrawal, Transfer, Rollover or Loan Approval.

    Contact My TPA

    Forms

    To Start, Stop, Increase or Decrease your 403b Contribution you will need to access the TPA website for online submission. Click on the button below.

    SRA Form Access

    NS's Approved 403b Vendor List

     Vendor ID Vendor Name

    1967 Aspire (Advisor Trust) - ROTH 

    1025       Franklin Templeton - No ROTH

    1121 Invesco (Formerly Oppenheimer) - ROTH

    1022 Security Benefit - ROTH

    1102       Vanguard - ROTH

    1060 Voya - ReliaStar Life Insurance Co - ROTH

    EMPLOYER MATCHING BENEFIT

    NS's BELIEVES THAT ALL EMPLOYEES DESERVE A GOOD RETIREMENT PLAN. FOR THOSE EMPLOYEES NOT ELIGIBLE TO PARTICIPATE IN CalSTRS, SCS OFFERS A 4% 403(b) MATCHING CONTRIBUTION. PLEASE SEE PLAN DETAILS BELOW IN RESOURCE ACCESS BELOW.

    RESOURCE ACCESS

    CLICK BELOW TO ACCESS PLAN AND RETIREMENT RESOURCES
    YOUR 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 LIMITS

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