CalSTRS 403(b) Comply Program

Does this change my current 403(b) provider?

No. Everything with your current provider remains the same.

Does this require me to select a new agent?

No. You will remain with the same agent that you are currently using.

How do we add a vendor that is not on the current vendor list?

If you have an interest in adding a vendor to the district’s 403(b) vendor list, please bring your request to the business office. The district will contact CalSTRS 403(b) Comply with your request for a new vendor.

Why has the district chosen to go with CalSTRS 403(b) Comply versus continuing to administer the program in-house?

To administer the 403(b) plan so that the district is adhering to the laws established by the IRS.

How do we contact CalSTRS 403(b) Comply?

We provide a toll-free number that can be used to answer all questions and concerns you may have regarding the 403(b) Comply program. We may be reached at (888) 394-2060. Additionally, you may visit the website at www.CalSTRS.com/403bComply.

How do you track where the money goes?

Our in-house database system keeps track of all funds from the time they hit the distribution account, through remittances to fund companies, and final bank reconciliation.