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
• Thinking About the BackDROP?

Withdrawing Money

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

How To Instructions - Post Transition

• How To Log In to Your Account (& Create Your Username and Password)
• How to Update Your Beneficiary
• How to Change Your Contribution
• How to Complete a Fund Transfer
• How to Change Your Future Investment Choices
• How to Access Your Account By Phone

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