Socorro Independent School District Great American Plan Administrators, Inc.

Who is Great American Plan Administrators, Inc.? Non-ERISA 403(b) and 457 plan administrator Common remitter An American company serving America’s educators Licensed as a TPA in the state of Texas that includes fidelity bonding Parent Company has $12 Billion in assets

What does a plan administrator do? Monitor employee contributions to ensure compliance with IRS contribution limits Review distribution paperwork to ensure compliance with plan document and IRS rules Keep school district personnel up to date on IRS regulations as they pertain to their 403(b) and 457 plans. Process premium remittances to vendors according to individual participant allocations

You’ve made the right choice! Your school district offers a 403(b) and a 457 retirement plan. The decision to start saving now instead of later can determine whether you retire with comfort and security, or wishing you had more time to plan. Great American Plan Administrators, Inc. is here to help you.

Online Access – 24 hours a day, seven days a week access to information on our secured website. – Account Access View your current allocation, past payments or update personal information – Learning Center Learn about 403(b) and 457 plans Use our informative links to research topics for the classroom or learn more about retirement planning – Online fillable forms Salary reduction agreement and allocation form Distribution request forms – Loan – Hardship – QDRO – Other

Exceeding Expectations……. 24 hour turnaround of premium remittances to vendors 48 hour turnaround of distribution request paperwork back to participant Customer service representatives available from 6:00am – 3:00pm MT No participant fees

We’re Here For You……. Customer Service Center Toll-free: Local: Fax: Mailing Address Great American Plan Administrators, Inc. P.O. Box 60 Cincinnati, OH Overnight Address Great American Plan Administrators, Inc. 525 Vine Street, 7th Floor Cincinnati, OH 45202

Get Started! Talk with your representative or financial professional. Be on the lookout for the schedule of when representatives* will be available in your school. *Great American Plan Administrators, Inc. is not a product provider.