Finley School District Educational Resources

403(b) Information	403(b) Enrollment Procedures
403(b) List of Vendors	403(b) Salary Reduction Agreement
403(b) Frequently Asked Questions	403(b) Plan Document
403(b) Educational Resources	Eligibility and Limits
457(b) Information

Educational Videos for Finley School District

The majority of the videos listed below are hosted on the Loom.com website and will play on the loom website page.

• Who can I contribute to a 403(b) Plan? (1:35 min.)


• How does a pre-tax 403(b) reduce my taxes?(4:00 min.)


• How does a ROTH 403(b) reduce my taxes? (2:40 min.)


• Understanding ROTH Basics (8:36 min.)


• Start contributing to your 403(b) plan today! The power of compounding.(2:56 min.)


• Who can help me with my 403(b) plan? (1:31 min.)


• How does the 403(b) Plan work with my State plan? (4:00 min.)


• What happens to my 403(b) account when I leave the district? (1:15 min.)

Printable Educational Materials for Finley School District

Click the downloadable links below, the desired document will automatically download to your system.

• 403(b) Enrollment Steps


• Most Recent Eligibility and Limits (Universal Availability Notice)


• Active 403(b) Payroll Slot Vendor and local contacts


• Vendor Comparison Grid