MO Deferred Comp Publications

Getting Started & More

• Get to Know MO Deferred Comp - Plan Overview
• Saver's Credit Flyer
• Selecting Your Investment Options

Understanding Your Retirement Savings Options

• 403(b) & 457(b) Plan Comparison
• IRA & 457(b) Plan Comparison
• Roth 457 Savings Flyer
• Self-Directed Brokerage Account - Everything You Need to Know

Retirement Planning

• Considering Rolling Money Out of the Plan?
• Investment & Financial Advisor Checklist
• I'm Retiring: Deferred Compensation Plan 101
• Key Points for Retirement Planning
• Social Security: A Retirement Benefits Checklist
• Social Security: Full Retirement Age & Your Benefit Amount
• Thinking About the BackDROP?
• Transitioning into Retirement Checklist

Withdrawing Money

• Withdrawal Options Guide
• Special Tax Notice Regarding Plan Payments
• Understanding Your 1099-R Form

How To Instructions

• How to Log on to Account Access
• How to Reset Your User ID & Password
• How to Access Your Account By Phone
• How to Update Your Beneficiary
• How to Change Your Contribution
• How to Do a Single Fund Transfer
• How to Change Your Future Investment Choices
• How to Enable Multi-Factor Authentication
• A Step-by-Step Guide to Rolling Money into MO Deferred Comp

General Plan Information

• State of Missouri Deferred Compensation 457(b) Plan document
• State of Missouri Deferred Compensation Incentive 401(a) Plan document
• Charles Schwab Fees/Charges

Annual Financial Reports