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Benefits: Tax Shelter

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Scott Bolton, Director

3rd Floor, Andrew Johnson Building, 912 S. Gay Street
P.O. Box 2188, Knoxville, TN  37901-2188
Phone (865) 594-1686
Fax (865) 594-3737 or 594-9523
Hours:  8:00 a.m. until 4:30 p.m.

Tax Shelter Plans for Employees

Employees may participate in Tax Shelter Plans. The Employee Benefits Office adds and removes deductions for employees. The Employee Benefits Office cannot give advice on any particular plan. Employees are encouraged to contact the different agents when they have specific questions.

Plan
2014 Limits
Age 50 & over catch up provision
403B
$17,500.00
$5,500.00
457
$17,500.00
$5,500.00
Plan 2013 limits
Age 50 & over catch up provision
403 B $17,500.00 $5,500.00
457 $17,500.00 $5,500.00

Employees can put the maximum in a 403B and in a 457 plan. They are treated differently.

Department Files
 2013 Vendor questionaire.pdf
The vendor questionnaire must be completed in order to go into Knox County School buildings. The forms are accepted August 1 through May 1 only.
 403 B list 12 2012.pdf
List of Contact Information for the Providers of available 403Bs
 457 Vendor List - July 2010.pdf
List of 457 Providers
 Vendor Rules 8 8 2013.pdf
Vendors must sign rules in order to go into the Knox County Schools. The forms are accepted August 1 - May 1 only.
Department Contacts
+ Bolton, Scott, Interim Director
+ Moody, Robin, Retirement Manager
+ Seymour, Bunny, Administrative Secretary
Click on name to see details.

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