Audit of Your 403(b) / 457 Account
TDS offers free audits of your supplemental retirement plans. During the audit process, we review the following items:
- If you have not contributed, do you understand your district’s (403(b) /457(b) /ROTH) plans and all investment options available?
- If you have contributed, do your deductions match the amount received by the investment provider?
- Are your contributions being submitted to the correct account?
- Is the investment selected performing as expected? Are there any unexpected fees associated with your account?
- If you have borrowed funds, is your repayment schedule in compliance?