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Tax Sheltered Annuity (TSA) Plan – 403(b):
One of the optional retirement options for employees at Creswell School District is participation in a 403(b) plan. Employees can choose to contribute to this plan. Please see section below as well as the Plan Administrator information for Carruth Compliance Consulting.
Click on the link below to find a vendor partner to get your account set up and paperwork complete. You can begin by downloading the enrollment form and following the directions for processing.
To Participate you have just 3 Easy Steps:
- Set up a 403(b) account with one of the authorized vendors from this list – Vendor Partners for TSA Plan
- Complete a Creswell School District Salary Reduction Agreement form that can be found here.
- Deliver the form to Human Resources in the District Office.
There is not a deadline to enroll in a 403(b), but signing up as soon as possible is the best choice you can make if you are serious about maximizing your retirement savings.
Current 403(b) TSA Vendors:
- American Century Investments, Inc.
- American Fidelity Assurance Company
- Fidelity Investments
- FTC (Formerly Waddell & Reed/ Ivy Funds)
- Horace Mann Insurance Company
- Lincoln Financial Group by Lincoln National Corporation
- The Vanguard Group
- Voya Retirement Insurance and Annuity Company (VRIAC)
Carruth Compliance Consulting (CCC)
CCC provides compliance assurance and plan administration services to the District on a contractual basis. CCC serves as a clearing house for administration of the District’s 403(b) Tax Sheltered Annuity Plan (TSA), providing employees with the information they need to take advantage of this tax deferred retirement savings plan.
CCC provides educational information about advantages of tax deferred savings in general, along with links to websites that provide useful commentary and tools. District policies, practices, and procedures are available online, along with enrollment steps, Salary Reduction Agreement forms, and instructions for changing investment companies or contribution amounts. CCC monitors contributions for IRS compliance and guarantees its calculations.
Carruth Compliance Consulting, Inc.
6975 SW Sandburg Rd, Suite 320
Tigard, OR 97223
Click Here for information specific to Creswell School District including vendor lists and enrollment forms
toll free: 877-222-3090
Assistant Deputy Clerk