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A Summary of the Bradford Area School Districts 403(b) Tax Sheltered Account ProgramPrepared by KadesMargolis Corporation Securities & Registered Investment Advisory Services offered through OWN Securities,

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How to fill out school district 403b plans

01

Contact your employer's HR department to obtain the necessary paperwork for enrolling in the 403b plan.

02

Review the investment options available in the plan to determine the best allocation for your retirement savings goals.

03

Fill out the enrollment form with your personal information, contribution amount, and investment selections.

04

Submit the completed form to the HR department for processing and to begin contributing to the 403b plan.

Who needs school district 403b plans?

01

School district employees such as teachers, administrators, and staff members who want to save for retirement through a tax-advantaged account.

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What is school district 403b plans?

School district 403b plans are retirement savings plans offered to employees of educational institutions, such as teachers and school staff, that allow them to contribute a portion of their salary to a tax-deferred retirement account.

Who is required to file school district 403b plans?

Employers of educational institutions are required to file school district 403b plans on behalf of their employees.

How to fill out school district 403b plans?

Employers must gather information about employee contributions, investment options, and plan details to fill out school district 403b plans.

What is the purpose of school district 403b plans?

The purpose of school district 403b plans is to help educators and school staff save for retirement in a tax-advantaged way.

What information must be reported on school district 403b plans?

School district 403b plans must include details about employee contributions, investment options, and plan administration.

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