Financial Information _________________________________________ Independent Auditor's Report Management Discussion and Analysis Statement of Plan Net Assets Statement of Changes in Plan Net Assets Notes to the Financial Statements Required Supplementary Information Other Required Supplementary Information

Tax Deferred Account Plan - 403(b) ______________________________________ TDA Forms _____________________________ 10. Tax Deferred Enrollment Form 11. Tax Deferred/IRA Withdrawal Request 12. Tax Deferred/IRA Transfer Form A 13. Tax Deferred/IRA Transfer Form B 14. Tax Deferred Rebalancing Form ______________________________________ How To Invest (pdf) Tax Sheltered 403(b) Plan Brochure (pdf) TDA Investment Account Summary (pdf) Tax Deferred 403(b) Program Policies TSA Equity Account Allocation (pdf) Why Contribute To A Tax Shelter Plan (pdf) TDA Monthly Unit Values (pdf) _________________________________________ TDA Quarterly Report

Tax Savings Worksheet _________________________________________ Tax Deferred Savings Worksheet

Related Links _________________________________________ Retirement Funds ------------------------- Minnesota State Retirement System Minnesota Teachers Retirement Association Public Employees Retirement Association St. Paul Teachers' Retirement Fund Association __________________________ Government Sites ------------------------- Internal Revenue Service Medicare Minnesota Department of Revenue Minnesota Legislature Minnesota State Deferred Compensation Plan Health Care Savings Plan North Star Network Pension Commission Members/Staff Social Security _________________________ Related Retirement Sites ------------------------- AARP Financial Calculators National Council of Teacher Retirement National Retired Teachers Association Retired Educators Association of Minnesota (REAM) _________________________ Sites of Interest ------------------------- Duluth Public Schools Education Minnesota Jeffrey Slocum & Associates Investment Consultants

625 East Central Entrance
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Fax     218.722.8208
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