Page 2 - 000 Complete EBook - 403(b) & 457(b) Test 12202017 1
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Table of Contents
Importance of Preparing For Retirement
Facts .......................................................................... 4
Tips ............................................................................ 5
Tax Shelters
What Are Tax Shelters ............................................. 6
403(b) Tax Shelter .................................................... 7-8
403(b) Annual Universal Availability and
Meaningful Notice ................................................... 9
457(b) Tax Shelter .................................................... 10-11
2018 Contribution Limits for 403(b) and 457(b) ................ 12
403(b) and 457(b) Investment Product Information
Overview of Products ............................................... 13
Product Comparison Chart ...................................... 14
Plan Enrollment Requirements ........................................... 15-16
Comparisons of After-Tax Savings to Pre-Tax Savings .. 17
ATRS Information
Your Pension Plan and Overview ............................ 18
An Example of Teacher Retirement Benefits ........ 19
TDROP – Teachers Deferred Retirement Option ... 20
TDROP Seminars ...................................................... 21
Glossary of Terms ............................................................... 22
Approved Vendor List ......................................................... 23
