Your California School Employee Retirement Product Information Bank


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  The following links are to general retirement planning information and educational materials developed by government and regulatory agencies.

Department of Labor
Savings Fitness - A Guide to Your Money and Your Financial Future
Another Retirement Savings Option: Roth 401(k) Plan
Internal Revenue Service
403(b) Plan Basics
Common Participant Mistakes
Common Plan Sponsor Mistakes
FAQs regarding Roth 401(k) Contributions
IRA-Based Plans
IRC 403(b)/457 Plans
Rollover Chart
Taxation of Employee Annuities
IRS Announces Pension Plan Limitations for 2012
U.S. Department of the Treasury
Treasury and IRS Finalize Rules Regarding Roth 401(k) Contributions
Treasury, IRS Finalize Section 403(b) Plan Rules
U.S. Securities and Exchange Commission
Evaluating Your Retirement Options
Invest Wisely, an Introduction to Mutual Funds
The SEC Mutual Fund Cost Calculator - A Tool for Comparing Mutual Funds
If You Have Problems or Want to File a Complaint
Variable Annuities - What You Should Know
Just for Teachers
How to Read a Prospectus - A Guide for Beginning Investors
Investment Company Institute
Questions You Should Ask Before you Invest in a Mutual Fund
California Department of Insurance
What Are Annuities
License Status Inquiry - Checking the Status of Companies Licensed to do Business in California
National Association of Insurance Commissioners
Buyers Guide to Fixed Deferred Annuities
Financial Industry Regulatory Authority, Inc. (FINRA)
Check the Background of Your Investment Professional
Equity-Indexed Annuities – A Complex Choice
Understanding Mutual Fund Classes
Variable Annuities: Beyond the Hard Sell

Government Resources
Internal Revenue Service
Federal Trade Commission
SEC: Tips for Checking Out Brokers and Investment Advisers
Securities and Exchange Commission Office of Investor Education and Assistance
Social Security Administration

Investor Resources
American Association of Individual Investors
Alliance for Investor Education
American Savings Education Council
Financial Planning Association
Mutual Fund Education Alliance
Financial Industry Regulatory Authority, Inc. (FINRA)
National Association of Investors Corporation
National Association of Personal Financial Advisors
National Endowment for Financial Education
Securities Investor Protection Corporation
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