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Tax Sheltered Annuity (TSA) Update
New IRS Rules... (click here)
Waco ISD strongly endorses the concept of District employees
participating in a supplemental retirement plan. Everyone
should set funds aside for retirement.
However, the District does not recommend or endorse any
company (vendor) or agent(s). The selection of the investment
company is based on your choice. The vendors and agents
must complete the District’s paperwork and handle
all issues with First Financial Administrators (our third
party administrator).
The District’s policy allows for you to meet with
your representative on an appointment basis. Agents are
not allowed to come on campus without an appointment. The
school principal must approve the solicitor’s visit
in advance when an appointment is scheduled. Please check
with your principal or risk management department for approval.
Please understand that there are numerous agents that
are actively soliciting your business and investment dollars.
Most of the representatives in our area are professional
people. There are few who disguise their intentions. Please
remember that if you are contacted by someone attempting
to market their product and services. It is not the District,
TRS, or our third party administrator.
IMPORTANT INFORMATION FROM FIRST FINANCIAL
ATTENTION WACO ISD NEW EMPLOYEES.....
Learn about saving for retirement.
Watch an informationalvideo about
403b's and 457's (click here to view).
This informational video was created and directed for you by Waco ISD's Third Party Administrator, First Financial Administrator Inc.
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