Retirement Plan Forms for 403(b) Tax Sheltered Annuity and 457(b) Deferred Compensation Plan

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Universal Notification Letter
This letter from SchoolsFirst Federal Credit Union provides an overview of their role as RCOE's third party administrator and general information about 403(b) and 457(b) plans.

Understanding Your 403(b)
This fact sheet provides details about 403(b) plans.

Understanding Your 457(b)
This fact sheet provides details about 457(b) plans.

Salary Reduction Agreement Forms
This packet includes Salary Reduction Agreement forms for 403(b) and 457(b) plans, the approved vendor list, and a cover sheet for faxing forms to RCOE's third party administrator, SchoolsFirst Federal Credit Union.

PlanVue Deferral Tutorial
Instructions for making changes to your Retirement Plan Deferral Online