Contact Us

Human Resources
Central School District 13J
750 S. Fifth Street
Independence, OR 97351
fax: (503) 606-2333

Rich McFarland
Director of Human Resources & Federal Programs
(503) 606-2207
rmcfarland@central.k12.or.us

Liisa Zeimantz
Human Resources Coordinator
(503) 606-2253
lzeimantz@central.k12.or.us

Oralia Ojeda
Human Resources Assistant
(503) 606-2201
oojeda@central.k12.or.us

403(b) Tax Sheltered Annuity Retirement Contributions

Supplemental Retirement Saving Opportunity - The 403(b) TSA Plan
 
Central School District 13J offers an excellent program through which you may contribute a portion of your current income into supplemental retirement savings accounts. The District’s supplemental retirement savings program is offered under Section 403(b) of the Internal Revenue Code and is called the Tax-Sheltered Annuity Plan (“TSA Plan”). CCC has significantly enhanced the educational material available on our website to make it easy for you to learn more about supplemental retirement plans and retirement readiness. We encourage you to explore what's new at www.ncompliance.com/education.aspx.
 
All part-time and full-time employees are eligible to contribute to the TSA Plan.
 
You may begin participating in the TSA Plan at any time, by first establishing an investment account with an approved investment provider, and then completing a salary reduction agreement, signing it, and submitting it to your payroll office.  
 
Contribution Limits for 2012
 
The basic elective deferral limit for 2012 is the smaller of $17,000 and 100% of your compensation.
 
If your 50th birth date occurs on or before December 31, 2012, you are eligible to defer an additional $5,500, provided your compensation is large enough to allow the extra deferral.
 
Finally, if you will have at least 15 years of full-time equivalent service with your current Employer by December 31, 2012, then you may be eligible to contribute up to an additional $3,000 during 2012. If you are planning to make contributions to utilize this catch-up feature, please contact CCC to confirm your maximum allowable contributions for 2012.
 
                                             
Plan Information Is Available on the Web
 
Comprehensive information about your Employer’s TSA Plan is available on the web at www.ncompliance.com, including enrollment procedures, a salary reduction agreement form, information about Vendors eligible to receive contributions, transaction information, and educational materials. If you are starting contributions to a new Vendor, you must provide documentation that you have established an account with the Vendor. You may increase, decrease, or stop contributions to the TSA Plan or change the Vendor receiving contributions at any time, by submitting a new salary reduction agreement. 
 
 
Additional Information Available from Third Party Administrator
 
The District has adopted the services of Carruth Compliance Consulting, Inc. (CCC), an independent third party administrator, to provide compliance and administration services. For questions regarding your Employer’s TSA Plan please contact CCC at:
 
Carruth Compliance Consulting, Inc.               11515 SW Durham Road, Suite E-10
E-mail: cccinfo@ncompliance.com               Tigard, OR   97224
Phone: 503-968-8961                               Toll-Free: 877-222-3090        
District Administration Office
750 S. 5th Street.
Independence Oregon, 97351
Phone: (503) 838-0030
Fax: (503) 838-0033

Buzz Brazeau
Superintendent of Schools
503-606-2250

Rich McFarland
Assistant Superintendent/ HR Director
503-606-2253

Cec Koontz
Business  Manager
503-606-2263

Julia Heilman
Director of Special  Programs
503-606-2256

Julie Sassor
Administrative Manager
503-606-2251