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Eric SchwartzAre you maximizing your 403(b) contributions? Summer is a good time to update your Salary Reduction Agreement (SRA) so you’ll be ready to go for the school year.

To update your SRA, you can do one of three things:

  • Contact your school district business office for their most recent SRA.
  • Download our SRA form.
  • If your district allows, update your SRA online through the yourMONEY account portal.

Eric Schwartz, Financial Planning Specialist