General Information
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Directions
Board of Trustees
Staff
Calendar of Board Meetings
Articles and Bylaws
Historical Highlights
Retiree Reminders (pdf)
Retirement Planning Seminar - April 2008
Retiree Seminar - June 2008
DTRFA's Newsletter 12/2007 (pdf)
DTRFA's Newsletter 01/2007 (pdf)
DTRFA's Newsletter 05/2006 (pdf)
DTRFA's Newsletter 01/2006 (pdf)
Benefits and Plan Provisions
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How to Read Your Benefit Estimate (pdf)
Retiree Reminders (pdf)
Old Plan (Hired before 7/1/1981)
Tier I (Hired between
7/1/1981 and 6/30/1989)
Tier II (Hired after
6/30/1989)
Forms (pdf)
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Form Descriptions
1. New Member Enrollment
2. Designated Beneficiary
3. Retirement Checklist
4. Retirement Application
5. Direct Transfer-Out
6. Direct DTRFA Transfer Out
7. Application For Refund & Rollover
8. Direct Deposit
9. Federal/State W-4P
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
Investments
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Current Allocation (pdf)
Investment Managers
Investment Policy (pdf)
Investment Returns
Law & Legislation
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Minnesota Legislature
North Star Network
Pension Commission
Financial Information
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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)
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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
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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)
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TDA Quarterly Report
Tax Savings Worksheet
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Tax Deferred Savings Worksheet
Related Links
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Retirement Funds
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Minnesota State Retirement System
Minnesota Teachers Retirement Association
Public Employees Retirement Association
St. Paul Teachers' Retirement Fund Association
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Government Sites
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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
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Related Retirement Sites
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AARP
Financial Calculators
National Council of Teacher Retirement
National Retired Teachers Association
Retired Educators Association of Minnesota (REAM)
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Sites of Interest
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Duluth Public Schools
Education Minnesota
Jeffrey Slocum & Associates Investment Consultants
Brochures
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Combined Service
Cost of Living Adjustment
Disability Benefits
Leaves of Absence
Refunds and Repayment of Refunds
Retiree Earnings Limit