403(b)/457(b): How to Get Started
CSD Retirement Trust 403(b) & 457(b): Payroll Contributions
Two easy steps to get started:
- First, enroll online in either the 403(b) or the 457(b), or both, with the option for traditional pre-tax contributions or Roth after-tax contributions.
- Then, when you are ready to start your payroll deductions, complete a Salary Reduction Agreement (SRA) form.
To learn more about this process, review the how-to guide by clicking on the link below...
Here is information comparing the two plan types: 403(b) vs. 457(b): understand the difference
Here are links to the payroll deduction forms:
Corebridge Financial Advisors contact information:
Richard Jensen: office (314) 439.4850 // cell: (314) 306.1496 // email: Richard.Jensen@corebridgefinancial.com
or
Robert Palmer: office (314) 439.4850 // cell: (636) 222.8600 // email: Robert.Palmer@corebridgefinancial.com
If you have questions about establishing a 403(b) or a 457(b) retirement account, contact your JC Schools Benefits Department:
Angie Sturm, Benefits Specialist Tonya Berhorst, Benefits Manager
573-659-3014 573-632-3441