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How do you save for retirement through payroll deduction?

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Presentation on theme: "How do you save for retirement through payroll deduction?"— Presentation transcript:

1 How do you save for retirement through payroll deduction?

2 Valley View School District offers to all employees, three ways to save for retirement through payroll deduction:  403(b)-Tax Sheltered Retirement Plan  457(b)-Traditional Tax Deferred Compensation Plan  Roth 457- After Tax Compensation Plan Employees can contribute to any combination of the above options to save for their retirement. * Not intended as tax, financial or legal advise.

3 403(b) Tax Deferred Retirement Plan: Pre-tax deduction Calendar year contribution limit for 2014 is $17,500 Allows for additional catch up contributions for participants age 50+ of $5, (b) Pre-tax deduction Both 457(b) and 457 Roth Calendar year contribution limit for 2014 is $17,500 Additional catch up contributions for participants age 50+ of $5,500 are permitted For additional information about participation, investment options and more, Contact one of our approved plan providers. 457(b) and 457 Roth Deferred Compensation Plans: 457 Roth After tax deduction therefore qualified distributions are not taxed

4 Plan ProvidersRepresentative Contacts:403 (b)457 (b)457 Roth AXA Equitable XXX Michael Malicay Warren Suess Roger Nulton Kyle Zake CPI Qualified Plan Consultants, Inc. X Michael R. Runge (cell) (phone) (fax) First Investors Corporation/First Investors Funds XXX Matt Rosner ext 228 (phone) ING-Reliastar Life XXX Richard J. Schlesinger J. D (phone) (fax) Kathy Cawley Lincoln Investment Planning Inc. X X X Jennifer Prosise, MBA VALIC Financial Advisors, Inc. XXX Stephen Oostema (cell) Jacqueline Skryd (cell) Lisa McPherson (cell) Waddell & Reed X Ann Elliott CFP, MBA (cell) (fax) x122 (phone)

5 Visit our vvsd website, under the Payroll Department, for a link to Retirement Manager.

6 For access to financial tools and to manage your contributions, log in to Retirement Manager today!


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