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Duluth Teachers' Retirement
Fund Association

625 East Central Entrance
Duluth, MN 55811

Phone: 218-722-2894
Fax: 218-722-8208

Summer Office Hours
7:30 am - 4:00 pm
(occasionally closed from 12:00 - 1:00 p.m.)

 

Tax Deferred 403(b) Brochures and Publications
Quarterly Report

This is the most recent quarterly report showing the investment performance of the funds in the Tax Deferred-403(b) for the last quarter, year, as well as for the past two, three, five and ten year periods.
Click here to open the document

 
Tax Deferred Accounts - 403(b)

This brochure answers basic questions about tax deferred saving.
Click here to open the brochure

 
Investment Account Summary

This brochure contains detailed information of the three investment funds: the Equity Fund, the Bond Fund, and the Money Market Fund. In this brochure you will find information about the investment firms that are retained to invest the assets, the investment styles of these firms, the past investment performance of the three funds, and the fees that are charged. Click here to open the brochure

 
How To Invest

Do you wonder how to choose the right funds for your retirement assets?  This document provides a way to invest your retirement assets in a careful approach considering historical market risks and returns and your time horizon. Click here to open the document

 
Asset Allocation for the Equity Fund

This chart provides a picture of how the assets in the Equity Fund are invested. Click here to open the brochure

 
Monthly Unit Values

This document provides a history of monthly unit values for the Equity, Bond and Money Market Funds.
Click here to open the document

 
Why Contribute to a Tax Deferred Account?

Not sure if you should participate in a Tax Deferred Account? This document shows why it may be a good idea for you. Click here to open the brochure

 
Program Policies

This document explains the policies that govern the DTRFA's Tax Deferred - 403(b).
Click here to open the form

 
Mandatory Distribution

This brochure provides information on the age 70-1/2 Required Minimum Distribution rule of the IRS.
Click here to open the brochure

 
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Copyright Duluth Teachers' Retirement Fund Association 2009, all rights reserved.