Frequently Asked Questions
Final 403(b) Regulations
IRS information on distributions and rollovers
District 303 Salary Reduction Agreement
403b Plan documentation

Approved Providers

• ING (group annuities)
• Security Benefit (multiple fund types)
• 403basp (gatekeeper company for advisor-based mutual funds with American Funds and no-load mutual funds with Fidelity)
• AXA (group annuities)

• 403basp investment options (American Funds and Fidelity)
• Application for American Funds Class A (CUSD 303 employees)
• Application for American Funds Class A (Mid-Valley employees)
• Application for American Funds Class R2 (CUSD 303 employees)
• Application for American Funds Class R2 (Mid-Valley employees)
• Application for Fidelity Funds (CUSD 303 employees)
• Application for Fidelity Funds (Mid-Valley employees)

• 403(b) vs. 457(b)
• 457(b) Contribution Limits