1. Willmar Public Schools

2. 403(b)
Willmar Public Schools offers our eligible employees the opportunity to save for retirement by participating in the Willmar Public School’s 403(b) Plan.
You can participate in this plan by making pre-tax contributions  

3. Your contribution
In general, you may contribute up to $18,000 in 2016.
This amount may be adjusted annually.
If you are at least 50 years old and/or you have completed at least 15 years of service, you may also be able to make additional catch-up contributions.
Each catch-up has its own limits. Please work with your individual agent if this is an option you would like to pursue.

4. How to Enroll
Determine which investment provider you would like to work with on a going forward basis
Contact them.
District approved investment provider partner effective November 1, 2008.

5. Approved Investment Providers
Educators Financial Services, Inc.
Kent Schutte
(763)
Sam Simons
(877)
Michael Leach
(877)
VOYA
Carla Goedtke
(507)
Thomas Gilbertson
(320)

6. Salary Reduction Agreement
Complete a new Salary Reduction Agreement for the district’s 403(b) plan and return to district payroll.
The form can be found on the District website.
District > Staff Services > 403b

7. For the Investment Provider
Complete the investment provider specific enrollment material.
Your Investment Provider will mail this to your home address.
Mail or fax back completed information to your Investment Provider

8. Access Your Account Access and view your account on planwithease.com.
Enter your User ID and Password.
Your User ID for your first login is your
Social Security Number
Your initial password is your
Two digit month of your birth and
The last two digits of the year of your birth (mmyy), then
Select the Participant in the drop down