Willmar Public Schools 403b 403b Willmar Public Schools
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 Services > Employee Benefits >403 b
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.
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