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The School District of Osceola County, Florida  

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Risk and Benefits Management
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Risk and Benefits Management Home Page Benefits Home
 
$100 Wellness Incentive Urgent and Convenience Care Clinics
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Wellness Fair Schedule $4 and Free Prescription Vendors
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4 the Health of it! Employee Wellness

Employee Wellness

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Ways to save money and Protect our Health Plan

Ways to save money and Protect our Health Plan

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Benefits Guide

Benefits Guide & Summary of Benefits and Coverage

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How to Enroll

How to Enroll

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How to make plan changes during the year How to make plan changes during the year
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Forms

Forms

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CIGNA Medical Resources

CIGNA Medical Resources

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MetLife Dental Resources

MetLife Dental Resources

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Vision Humana Speciality Benefits Resources

Vision Humana Speciality Benefits Resources

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How to request a Disability Claim Form

File a Disability Claim

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Family Medical Leave Act Family Medical Leave
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Tax Sheltered Annuities Tax Sheltered Annuities
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Benefit Specialist Assigment Benefit Specialist Facility Assignment
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COBRA COBRA
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For Retirees For Retirees
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Worker's Compensation Worker's Compensation
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Tax Sheltered Annuities

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TAX SHELTER ANNUITY INFORMATION

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The School District of Osceola County currently offers 403(b) - Tax Sheltered Annuity (TSA) accounts to it's employees.  You may choose from several types of investment products for 403(b) accounts for your retirement savings.  The different investment products listed below represent the majority of all account types currently available.  The assistance of a professional representative can prove helpful in understanding how a particular investment product may be beneficial in achieving your accumulation goals and should suggest a plan (or combination of investment products) suitable to your risk tolerance.  Note that each investment product has specific provisions and advantages associated with its use.

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FIXED-INTEREST AND VARIALBE ANNUITIES

Fixed Interest annuities usually provide protection of principal and a current interest crediting rate.  Variable annuities usually offer a fixed interest account along with separate accounts that are invested in bond and/or equity markets.

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Authorized Vendors
403(b)/403(b)(7)
ROTH 403(b)
457(b) Deffered Comp.
Agent List
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Agent List
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Agent List
Great American Financial Res.
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Agent List
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Agent List
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Agent List
Life Insurance of Southwest (LSW)
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Agent List
Lincoln Financial Group
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Agent List
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Agent List
VALIC
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Agent List

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SERVICE-BASED MUTUAL FUNDS AND CUSTODIAL ACCOUNTS

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These products are offered by investment management companies and brokerage firms.  Investment portfolios can include funds from a single fund family or a custodial platform that spans several fund families on a single statement.

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Authorized Vendors
403(b)/403(b)(7)
ROTH 403(b)
457(b) Deffered Comp.
Agent List
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Agent List
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Agent List
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Agent List
Security Benefit Group
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Agent List
The Legend Group
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Agent List
         

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NO-LOAD/LOW-FEE MUTUAL FUNDS

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No-load funds are described as investments with no sales fees on the market-based mutual funds offered. Ongoing investment management fees are charged to the funds selected.  The no-sales fee/low-asset management fee offerings are good for those individuals who do not want to work with an investment advisor.

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Authorized Vendors
403(b)/403(b)(7)
ROTH 403(b)
457(b) Deffered Comp.
Agent List
American Century Investments
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Agent List
Fidelity Investments
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Agent List
 
 

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(CLICK on the Authorized Vendors Name above for company flier and bullet under Agent List for a listing of approved local agents.)

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TSA Plan Contribution Limits to Increase in 2012

After no limit increases since 2008, the Consumer Price Index (CPI) calculations have finally caused an increase in retirement plan contribution limits for 2012. The new limits for 2012 are summarized below.

 

TSA Contribution Limits

 

Tax Sheltered Annuities Forms

 


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Risk and Benefits Management

The School District of Osceola County, Florida

817 Bill Beck Blvd.

Kissimmee, FL  34744

(407) 870-4899

Within the District dial extension 67558