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SOESD Employee Information

403(b) Tax Sheltered Annuity Plan (TSA)

403(b) Plans generally serve as voluntary supplemental retirement savings plans designed to supplement retirement benefits available from State pension plans and Social Security. The IRS provides a Summary of 403(b) Plan Basics page and a 403(b) Plan Brochure for Employees on its website.

Online Access and Enrollment

New and Current Participants

  • Employees and former employees of SOESD may create an Online Account to monitor participation activities associated with the SOESD 403(b) Plan.

  • CCC encourages you to establish an Online Account, which will allow you to review information about your participation in the SOESD 403(b) Plan, including contributions to various vendors, account balances (if provided to CCC by vendors), and various transactions processed on your behalf by CCC (loans, hardship distributions, contract exchanges, plan-to-plan transfers, rollovers, required minimum distributions, etc.).

  • Click Here to create an Online Account.
  • Current employees who have created Online Accounts are encouraged to use CCC’s online enrollment system to submit Salary Reduction Agreements (SRA)* and manage contributions while logged in.

  • However, if you do not wish to create an Online Account but wish to enroll, you may submit an SRA in paper format. Click Here to access a printable SRA form.
*Please note: You must have an established account with a vendor in the plan to begin contributions.

Participants with Established Online Login Accounts

  • If you have already created a Online Login Account, Click Here or click the "Login" link in the upper-right-hand portion of this screen to login and access your account.

Step-By-Step Guidance

  • Guidance to Submit Your Very First Online SRA

  • If you have already created an online employee login account, Click Here for step-by-step guidance to change or cancel your current 403(b) TSA Plan contributions.

  • If you prefer not to create an online employee login account, Click Here for step-by-step guidance to submit a paper SRA to enroll, change or cancel contributions in the 403(b) TSA Plan.
Please visit the "Why Partipicate?" page for additional information on the benefits of utilizing the 403(b) plan.

Online Access and Enrollment

New and Current Participants

  • Employees and former employees of SOESD may create an Online Account to monitor participation activities associated with the SOESD 403(b) Plan.

  • CCC encourages you to establish an Online Account, which will allow you to review information about your participation in the SOESD 403(b) Plan, including contributions to various vendors, account balances (if provided to CCC by vendors), and various transactions processed on your behalf by CCC (loans, hardship distributions, contract exchanges, plan-to-plan transfers, rollovers, required minimum distributions, etc.).

  • Click Here to create an Online Account.
  • Current employees who have created Online Accounts are encouraged to use CCC’s online enrollment system to submit Salary Reduction Agreements (SRA)* and manage contributions while logged in.

  • However, if you do not wish to create an Online Account but wish to enroll, you may submit an SRA in paper format. Click Here to access a printable SRA form.
*Please note: You must have an established account with a vendor in the plan to begin contributions.

Participants with Established Online Login Accounts

  • If you have already created a Online Login Account, Click Here or click the "Login" link in the upper-right-hand portion of this screen to login and access your account.

Step-By-Step Guidance

  • Guidance to Submit Your Very First Online SRA

  • If you have already created an online employee login account, Click Here for step-by-step guidance to change or cancel your current 403(b) TSA Plan contributions.

  • If you prefer not to create an online employee login account, Click Here for step-by-step guidance to submit a paper SRA to enroll, change or cancel contributions in the 403(b) TSA Plan.

Which Optional Features Does the District Allow in its 403(b) Plan?

403(b) Optional features are either included in, or excluded from, the Plan, as specified below and as further described in the parenthetically referenced sections in the Plan Document for Southern Oregon ESD. These options are listed here in abstract for convenient reference:

    Catch-ups under the Plan
  • 15 Years-of-Service Catch-up Elective Deferral Contributions: Yes
  • Age 50 Catch-up Elective Deferral Contributions: Yes
  • Contributions to the Plan
  • Direct Rollovers Into the Plan: Yes
  • Employer Contributions Allowed: No
  • Employer Post Severance Contributions Allowed: No
  • Exchanges Within the Plan: Yes
  • Roth Contributions: No
  • Other Plan Transactions
  • Hardship Distributions: Yes
  • In-service Distributions After Age 59-1/2: Yes
  • In-service Distributions From Rollover Accounts: Yes
  • Loans: Yes
  • Permissive Service Credit Transfers: Yes
  • Plan-to-Plan Transfers To the Plan: Yes
  • Plan-to-Plan Transfers From the Plan: Yes

 

How Do I Begin, Change, or Cancel Contributions?

Please review the Eligibility and Limits Announcement for a full description of the employees eligible to participate and the contribution limits that apply. The 403(b) Enrollment Procedures for step-by-step instructions on how to start, change, and cancel contributions to a 403(b) Vendor under the plan. Additional information is available on our Choosing an Investment Product page.

403(b)Transaction Information

To learn more about the transactions (including definitions and qualifying events), including how to obtain authorization for a transaction, visit the 403(b) Transaction Page.

CCC's Relationship with SOESD

CCC provides web-based 403(b) Plan Document service and annual announcements to SOESD on a contractual basis, which began on 3/24/2014. Please contact your Employer regarding enrollment procedures, Vendors holding Payroll Slots, or other aspects of administration of the 403(b) Plan.