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Updated 403(b) and 457 Investment Plan Resources

A new set of IRS rules regarding the administration of 403(b) plans went into effect on January 1, 2009, and to help HISD employees (and vendors) understand how they may be affected, Employee Support Services has compiled a list of resources for their convenience.

Links to External Sites

For more information, contact Employee Support Services at 713-293-9780.

403(b) and 457 Plan Information Guide – Flyer 
HISD Approved 403(b) and 457 Vendors List (.pdf) 
403(b) Plan Overiview (.pdf) 
403(b) Loan Supplement Form (.pdf) 
403(b) Plan - Adoption Agreement 
403(b) Hardship Withdrawal Supplement Form (.pdf) 
403(b) Hardship Withdrawal-IRS Retirement Plan FAQs (.pdf) 
Hardship Withdrawal Guidelines & Documentation (.pdf) 
457 Plan Overview (.pdf) 
Retirement Manager Step-by-Step Login Instructions (.pdf) 
403(b) Loan & Hardship - Required Forms (.pdf)