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.

Please visit the "Why Participate?" page for additional information on the benefits of utilizing the 403(b) plan.

Create an Online Account

Log into Your Account

For more information on CCC Online Accounts please visit our Online Account Information and Tutorials page.

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: Yes
• 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

Begin, Change, or Cancel 403(b) Contributions via Your CCC Online Account

Salary Reduction Agreements (SRAs) for the SOESD 403(b) plan are available online to start, change, or cancel your contributions to the plan:

• Start by creating an online account, from there you may complete and submit an SRA as well as access information about your contributions, transactions under the plan, and vendor account information.


• Please review the Eligibility and Limits Announcement for a full description the contribution limits that apply.


• Visit the 403(b) Vendor Page for the options under the plan and a downloadable comparison chart. Additional educational material to assist in evaluating your options is available on our Choosing an Investment Product page.

403(b) Transaction Information

Visit the 403(b) Transaction Page.