Education - Library

457 Deferred Compensation Brochure - This brochure highlights important information about the 457 deferred compensation plan, including the advantages of investing for retirement on a pre-tax basis, contribution limits and distribution rules.

457(b) – How Much Can I Contribute Overview - This one page overview explains when you are eligible to take advantage of increased contributions to the Plan. It also includes answers to the most frequently asked questions regarding catch-up contributions.

Distribution Options Summary Brochure - This brochure was developed to help you understand the distribution options under 457 plans. Making an informed choice can help you avoid receiving your payments in a method you don't want, or from paying income taxes earlier than you would like.

Model Investment Portfolio Brochure - This brochure is designed to help you assess your tolerance for risk and classify yourself as an investor. It also provides sample investment portfolios for different categories of investors; e.g., aggressive, moderate and conservative.

Glossary - This glossary includes brief descriptions of commonly used investment terms that you may encounter while managing your retirement plan. These definitions have been listed alphabetically for your convenience, and aim to provide you with a better understanding of sometimes confusing financial information.

Your Investment Options – Understanding Asset Classes - Understanding the general investment categories – and how they compare with each other – will help you make the most of the investment options available to you.