* PREFERRED VENDORS LIST for 403(b), Roth 403 (b) and 457
* 403b LTR 11-01-2008
* Foothill-DeAnza Retirement Manager Plan Service
At its meeting of September 13, 2004 the Board of Trustees
approved a deferred compensation plan under Section 457 of the Internal
Revenue Code. The new 457 plan will complement the current 403(b) plan.
The District has chosen VALIC and Tax Deferred Services (TDS) to provide 457 retirement plan products to the employees.
The 457 Program would allow employees to defer $16,500.00
for the calendar year 2009 in addition to the $16,500.00 permitted
under the 403(b) plan for a combined maximum of $33,000.00 for year
2009 (with amounts scheduled to increase annually). In addition, there
are age-based and retirement catch-up contributions, if qualified. For
detailed information on 457 plan, click What is a 457?
* What is a 403b?
* ROTH 403B
* Roth 403 b Q & A
*403b and 457 Plans Power Point Presentation by VALIC FDA 3 10 09.ppt
*PERS and STRS Power Point Presentation by TDS 2007 Foothill DeAnza TDS.ppt
* Hold Harmless
* Information Sharing Agreement
* 403b Hardship Process1
* Hardship Form1
* Vendor Loan Supplement
* What is a 457?
For additional details, you may contact Payroll Technician Hong Nguyen at extension 6263 or nguyenhong@fhda.edu.
* Other Links:
* http://www.irs.gov/pub/irs-pdf/p571.pdf -
IRS Publication 571 - Tax Sheltered Annyuity Programs for Employees of
Public Schools and Certain Tax Exempt Organizations.
* http://www.irs.gov/pub/irs-pdf/p575.pdf - IRS Publication 575 - Pension and Annuity Income
* http://www.irs.gov/pub/irs-pdf/p590.pdf - IRS Publication 590 - Individual Retirement Arrangements
* http://www.irs.gov/retirement/article/0,,id=111442,00.html - IRC 403(b)/457 Plans
* Calendar of Events
- Vendors on campus
- Annual review date - October
