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Publications

Plan-Related Information
401 (a) Resources	List of services and resources for your District of Columbia 401 (a) Plan.
457 (b) Resources	List of services and resources for your District of Columbia 457 (b) Plan.
401(a) Defined Contribution Plan Document	Plan Description for your District of Columbia 401 (a) Plan.
401 (a) Defined Contribution Plan Document Amendment	Plan Description for your District of Columbia 401 (a) Plan – Match amendment
457(b) Deferred Compensation Plan Document	Plan Description for your District of Columbia 457 (b) Plan.
457(b) Deferred Compensation Plan Document Amendment	Plan Description for your District of Columbia 457 (b) Plan - Auto Enrollment amendment.
401(a) and 457(b) Retirement Plans Annual Report	Comprehensive retirement plans report for most recent fiscal year.

College Planning
College Debt Checklist	Use this checklist to help you tackle student loan debt and make progress on other important financial goals.

Estate Planning
Estate Planning for Everyone	Use this guide to help make sure your assets are distributed according to your wishes.

Retiree Education
Investing for Retirement	Consider these steps in determining your risk tolerance and knowing the role your time horizon plays in investing.
RMD Checklist	Required minimum distributions (RMDs) refer to IRS rules that mandate you withdraw minimum yearly amounts from your retirement accounts. Review this checklist to help you understand and manage your RMDs.
Getting Ready to Retire Checklist	As you get ready to retire, what steps should you take to ensure your personal finances are in order? Use this checklist to assist you.

Guided Pathways^®
Guided Pathways^® Brochure	Learn more about Guided Pathways professional investment advisory services.
Guided Pathways^® Form ADV	This brochure provides information about the qualifications and business practices of MissionSquare Retirement, which provides Guided Pathways services.
Guided Pathways^® Fund Advice and Managed Accounts Investment Advisory Agreement	This document describes the terms and conditions under which MissionSquare Retirement operates Guided Pathways and Managed Accounts.

Separation from Service Planning
Why Keep Your Money in Your DC 457(b) Deferred Compensation Plan?	You have options for the savings in your 457(b) plan when you separate from service. This material offers important information to consider.