What are annuities and mutual funds? For a detailed overview of annuities and mutual funds, please see Evaluating Your Retirement Options from the U.S. Securities and Exchange Commission (SEC).
Before entering into any 403(b) contract, TRS encourages you to thoroughly research the options available to you. There are a wide variety of online resources available in addition to the information TRS has provided here. If you’d like information on obtaining help from a qualified financial professional, please see page 3 of our TRS News article on financial advisors (pdf).
More information from the SEC on annuities and mutual funds is available at the following links:
Annuities
Legal Disclaimer
Regarding 403(b) plansTRS is not authorized to offer legal or financial advice to members. The contents of this page are provided by TRS for educational and informational purposes only. It is neither intended as tax or investment advice nor does it constitute a recommendation to buy or sell any security.
TRS does not explicitly or implicitly endorse or approve any individual type of retirement plan and/or investment product offered by other retirement plans. All investing is subject to risk, including the possible loss of all the money you invest. Before investing, consider your investment objectives, risks, charges and expenses.
Mutual Funds
Questions?
Regarding Individual 403(b) ContractsPlease contact your school district, TPA or 403(b) provider directly.