Before you can participate in the plan, the CTA Retirement Savings Plan must be added to your district’s list of approved vendors. You can find out whether your district offers the CTA Retirement Savings Plan by checking the list below or calling the CTA Member Benefits Department at (650) 552-5200. You can also log in to the CTA Retirement Plan Center website at CTAretirementplan.org for district eligibility and enrollment in the CTA Retirement Savings Plan. Call the CTA Retirement Plan Center at (855) 604-6222 for help with enrollment, and assistance with exchanges or rollovers from other plans into the CTA Retirement Savings Plan. Some districts may provide the plan through the County Office of Education (COE).
Third Party Administrator (TPA) Forms and Contact Information
Approved Districts List:
Visit Your District ID/TPA and Salary Reduction Agreement list to find your district
If your district does not appear on the list, please contact the CTA Member Benefits Department at (650) 552-5200 or email firstname.lastname@example.org to check on the status.
Note: If your district/COE name is designated with an asterisk (*) on the list:
- A request to add CTA Voluntary Retirement Plans for Educators, LLC (403bCompare.com ID 1926) as an approved 403(b) vendor must be sent before you can contribute or move assets to this Plan.
- Visit www.CTAMemberBenefits.org/tpas and click on “CTA RSP Enrollment Instructions” for instructions to send a request to the TPA.
- You can also contact the CTA Retirement Plan Center at 1-855-604-6222 for assistance.
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