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?