403(b) Field Guide

The 403(b) Field Guide covers all aspects of 403(b) plans and includes information pertinent to members not yet contributing to a 403(b) plan, those who are contributing, those nearing retirement, and those already enjoying retirement.

HOW TO GET A COPY OF THE GUIDE
:

1. Click here to view a copy.

2. Email us by clicking here to request a copy.

3. Contact us at 800-626-8101 to have a copy mailed to you at no charge.

Local leaders can request a supply for their membership.

The following PDFs are referenced throughout the 403(b) Field Guide:

IRS Form 8880: Credit for Qualified Retirement Savings Contributions

IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations

IRS Publication 575
: Pension and Annuity Income

IRS Publication 590A & IRS Publication 590B: Individual Retirement Arrangements (IRAs)

New York State Department of Taxation and Finance Publication 36
: General Information for Senior Citizens and Retired Persons