DTRFA Site Map

A. Home Page

Address

Phone Number

Fax Number

Email Address

Hours

Directions to the DTRFA

Site Map

B. General Information

Board of Trustees

Staff

Calendar of Meetings

Historical Highlights

Newsletters

Agenda for Upcoming Seminars
Reminders for Retired Members

C. Benefits & Plan Provisions

Old Plan

Tier I

Tier II

Retiree Reminders

D. Forms

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 Shelter Enrollment Form ISD 709
11. Tax Shelter / IRA Withdrawal Request
12. Tax Shelter Transfer Forms A and B
13 Tax Shelter Rebalancing Form

E. Investment Section

Current Allocation (pdf)

Investment Managers

Investment Policy (pdf)

Investment Returns

F. Laws & Legislation

Minnesota Legislature

North Star Network

Pension Commission Members, Staff, Website

G. Financial Information

Independent Auditors 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

H. Tax shelter Plan

TSA 403(b) Plan Brochure (pdf)

TSA 403(b) Investment Account Summary (pdf)

Tax shelter program policies

TSA Equity Account Allocation

Why contribute to a Tax Shelter Plan (pdf)

TSA Monthly Unit Values

Quarterly reports

I. DTRFA's Worksheets
Tax deferred savings worksheet

J. Related Links

Retirement Funds

Minnesota State Retirement System

Minnesota Teacher Retirement Association (TRA)

Public Employees retirement Association (PERA)

Saint Paul Teacher Retirement Association (SPTRFA)

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

American Association of Retired Persons

Financial Calculators

National Council of Teachers Retirement

National Retired Teachers Association

Retired Educators Association of Minnesota

Sites of Interest

Duluth Public Schools

Education Minnesota

Jeffrey Slocum & Associates