PenServ Plan Services Website
*See below for plan documents*
Kilgore Independent School District’s desire is that each of its employees at their retirement has adequate savings to allow them to retire and live in a manner which they desire. As such, Kilgore Independent School District has established a 403(b) plan allowing employees to set aside pre-tax dollars for retirement purposes that will supplement the retirement provided through Teacher Retirement System and Social Security.
In the past few years federal and state regulations related to these plans have become increasingly difficult. As such, the District has initiated a partnership between us and PenServ Plan Services, Inc. as our third party administrator over this plan. Employees wishing to start making 403(b) transactions or to make any changes to their current 403(b) must do so through PenServ. Once approved the information needed at the District level will be forwarded by PenServ to the District.
Below please find instructions (PenServ Web-Site Employee Setup) instructing you on how to set up an account on the PenServ website, which will allow you to conduct your 403(b) business. Remember prior to going to the PenServ website to set up a new account and begin making contributions that you should contact the approved vendor and have an account set up with them. If you prefer you can print the forms from the list below and fax them to PenServ at 803-791-5925 or mail to 103 Trade Zone Drive, Suite 30C, West Columbia, SC 29170.
If you have any questions concerning this process please contact PenServ at 1-800-849-4001 or by e-mail at firstname.lastname@example.org