Update on New 403(b) Rules Proposed by TRS (November 1, 2017)

Update on New 403(b) Rules Proposed by TRS (November 1, 2017)

The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b) companies and products.  In our view, they have done an excellent job of fulfilling their responsibilities over the past 16 years while managing to...
IRS Announces 2018 Contribution/Benefits Limits

IRS Announces 2018 Contribution/Benefits Limits

The IRS has released the Annual Plan Limitations for 2018 for defined contribution and defined benefit plans. The 403(b), 457(b), & 401(k) elective deferral limits and other key limits for 2018 are listed below. For the list of all limits for 2018, please go to...
Update on New 403(b) Rules Proposed by TRS

Update on New 403(b) Rules Proposed by TRS

The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b) companies and products.  In our view, they have done an excellent job of fulfilling their responsibilities over the past 16 years while managing to...
Update on TRS-Care—October 3, 2017

Update on TRS-Care—October 3, 2017

The Teacher Retirement System of Texas (TRS) Board has approved revised TRS-Care rates and benefits with increased funding as a result of actions by the Texas Legislature in the recent Special Session. The best information is on the TRS website at these links:...
TRS Care Update – August 17, 2017

TRS Care Update – August 17, 2017

The Texas House and Senate came to an agreement on funding TRS-Care and have passed HB 21. HB 21 provides $212 million towards TRS-Care, the state-run retiree health insurance program.  The funding will help retirees who are both pre-65 and over-65. Gov. Greg Abbott...

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