Retirement Savings

 

To access information on line concerning 403(b) and 457 plans, click on link below.  Under "Retirement Plans", select state and employer for documents and forms specific to Aransas County ISD.

 

National Plan Administrators

http://www.natlplan.com/employees.html

403 (b) Plan - NPA Employee Handbook

ACISD 403 (b) Plan Document

Additional Resources for 403 (b)

457 (b) Plan - Security Benefit Enrollment Guide

457 (b) Plan - Security Benefit Fact Sheet

457 (b) Plan - Security Benefit Plan Document

Contact information to enroll in a 457(b) and 403(b) plan with National Plan Administrators:

Dean Willeford

OFG Financial Services, Inc.

210-863-3714 (cell)

210-545-1114 (fax)

deanwilleford@ofgfinancial.com

_________________________________________________________

AXA Advisors

Contact information to enroll in a 457(b) and 403(b) plan with AXA Advisors:

Johnathan R. Zamudio

Associate Wealth Advisor

719 S Shoreline Blvd., suite 104, Corpus Christi, TX 78401

361-888-6669 (Office)

361-883-6792 (Fax)

361-463-5882 (Cell)

johnathon.zamudio@axa-advisors.com

J Zamudio

457(b) and 403(b) Comparison

Windfall Elimination Provision

_____________________________________________________________

Remley Advisory Group LLC

Contact information to learn more about your TRS:

Nanci Koski

218-851-8102

nanci@remleyadvisorygroup.com

_____________________________________________________________________

TRS Teacher Retirement System of Texas

Click on link below for information regarding your retirement with TRS

https://www.trs.texas.gov/Pages/active_member_planning_retirement.aspx