A 403(b) plan, also known as a tax-sheltered annuity (TSA) plan, is a retirement plan for employees of public schools, employees of certain tax-exempt organizations and certain ministers. The features of the 403(b) plan are very similar to the 401(k) plan.

National Plan Administrators, Inc. is the third party administrator for Rockwall ISD's 403(b) plan.
                         National Plan Administrators, Inc.
                         P. O. Box 161630
                         Austin, Texas 78716
                         Phone: (512) 327-4420  Toll Free: 1-800-880-2776
                         FAX: (512) 275-9395      E-mail: TSA@Natlplan.com

 Employees may start/stop/change a 403(b) plan at any time. All paperwork must be completed and delivered to NPA on or before the Twenty-fifth (25th) of the previous month in order to effect a salary reduction. All paperwork not completed and delivered to NPA by the 25th will be included in the next available months payroll adjustments. Incomplete paperwork will be returned to the solicitor.

 See the NPA web site( www.natlplan.com ) for:

Authorized providers for Rockwall ISD - Scroll to Rockwall ISD

Rockwall ISD 403b specific information - Scroll to Rockwall ISD

Instructions for Salary Reduction Agreement - Scroll to Rockwall ISD

403b Salary Reduction Agreement - Scroll to Texas - Public Schools

TSA Solictor's Agreement Kit - Scroll to Rockwall ISD

2009 Annual Contribution Limits

Solicitors will not be allowed to make presentations to district personnel on campus. A district employee may only meet with a Solicitor off campus. A Solicitor will not represent himself/herself as a direct agent or sole provider of annuities/mutual funds for the District. Pursuant to Art. 6228a-5, Texas Civil Statutes, Solicitors may only offer eligible qualified investment products to District employees.