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2024 ANNUAL RETIREMENT BENEFITS GUIDE Santa Fe College information provided by this Guide is intended to explain the benefits and provisions of the retirement savings plan maintained by your employer

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How to fill out 403b 457b accounts

01

Determine your eligibility: Check with your employer to see if you are eligible to participate in a 403b or 457b account.

02

Enroll in the plan: Complete the necessary enrollment forms provided by your employer.

03

Choose your contribution amount: Decide how much you want to contribute to your account each pay period.

04

Select your investments: Choose from the investment options offered by the plan, keeping your risk tolerance and financial goals in mind.

05

Monitor and adjust: Regularly review your account performance and make adjustments as needed to stay on track with your retirement savings goals.

Who needs 403b 457b accounts?

01

Employees of certain non-profit organizations, such as schools, hospitals, and religious organizations, may be eligible for a 403b account.

02

State and local government employees, as well as certain non-profit employees, may be eligible for a 457b account.

03

Individuals looking to save for retirement in a tax-advantaged way may benefit from having a 403b or 457b account.

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What is 403b 457b accounts?

403(b) and 457(b) accounts are retirement savings plans for employees of certain non-profit organizations, schools, and governmental employers.

Who is required to file 403b 457b accounts?

Employees who have these types of retirement accounts are required to file information related to their contributions and earnings.

How to fill out 403b 457b accounts?

Employees can fill out 403(b) and 457(b) account information through their employer's human resources department or with the help of a financial advisor.

What is the purpose of 403b 457b accounts?

The purpose of these accounts is to help employees save for retirement and take advantage of tax benefits associated with qualified retirement plans.

What information must be reported on 403b 457b accounts?

Information such as contributions, earnings, withdrawals, and other transactions related to the retirement accounts must be reported.

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