Retirement Savings Plan at Willmar Public Schools
"Discover how Willmar Public Schools' 403(b) Plan can help eligible employees save for retirement through pre-tax contributions. Learn about contribution limits, enrollment process, approved investment providers, and managing your account effectively."
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Presentation Transcript
Willmar Public Schools 403(b)
403(b) Willmar Public Schools offers our eligible employees the opportunity to save for retirement by participating in the Willmar Public School s 403(b) Plan. You can participate in this plan by making pre-tax contributions
Your contribution In general, you may contribute up to $18,000 in 2018. This amount may be adjusted annually. If you are at least 50 years old and/or you have completed at least 15 years of service, you may also be able to make additional catch-up contributions. Each catch-up has its own limits. Please work with your individual agent if this is an option you would like to pursue.
How to Enroll Determine which investment provider you would like to work with on a going forward basis Contact them. District approved investment provider partner.
Approved Investment Providers Educators Financial Services, Inc. Brandt Wendland (320) 235-1421 VOYA Carla Goedtke (507) 836-8844 Thomas Gilbertson (320) 222-3090
Salary Reduction Agreement Complete a new Salary Reduction Agreement for the district s 403(b) plan and return to Connie in Benefits. The form can be found on the District website. District > Staff > Staff Services > Employee Benefits >403b
For the Investment Provider Complete the investment provider specific enrollment material. Your Investment Provider will mail this to your home address. Mail or fax back completed information to your Investment Provider
About your Account To change your contribution, contact your investment provider. Contact your investment provider with any and all account questions.
