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403(b)
Annuity
Irving ISD PowerPoint on 403b Tax Sheltered Annuities
Learn
more about what is a 403b, what is "tax-deferred", why consider setting
up a TSA, why participate in a 403b if you contribute to a TRS and more.
Tax-Sheltered Annuity Program
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General Information
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Salary Reduction Agreement
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Tax Sheltered Annuities Handbook
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IRS 403 New
Regulations 01-05-09
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Letter to Terminating Participants 01-05-09
Instructions on how to use
your 403(b) Annuity
Links
TRS List of Approved Products
Employees can search for the names of the approved ISD
vendors to see what products are available for them to choose from
through those vendors.
http://oapi.trs.state.tx.us/FOTB/do/memberWebListSearchSetup
Contact Information
National Plan Administrators (403 (b) Annuity TPA)
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Phone
(800) 880-2776
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Fax
(512) 327-1027 - TSA (General)
(512) 275-9397 - Salary Reduction
Agreements (Stop Start or Amend
Deductions)
(512) 275-9394 - Transaction
Authorization Forms (Loans, Transfers)
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Mailing address
National Plan Administrators, Inc.
Attn: Client Services / TSA
P.O. Box 161630
Austin, Texas 78716
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Physical address
National Plan Administrators, Inc.
Attn: Client Services / TSA
1101 Capital of Texas Highway, S
Building E, Suite 100
Austin, Texas 78746
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E-Mail
TSA@NatlPlan.com
Billing@NatlPlan.com
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Notice
regarding changes to 403(b) regulations.
Per the new 403(b) regulations from the Internal
Revenue Service (IRS), all 90-24 transfers after September 24,
2007 need to be approved by the administrator of the District’s
plan, National Plan Administrators. A 90-24 transfer is the IRS
term for when you transfer your existing 403(b) account to
another 403(b) account.
If National Plan Administrators is not notified
of the transfer after September 24, 2007 in the event that the
IRS audits you or the District, the plan could lose its
tax-exempt status and you could possibly incur a tax penalty.
National Plan Administrators can be contacted at
800-880-2776. |
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