Internal Revenue Code Plans

Internal Revenue Code Section 401(a) Retirement Plans

• The ISTA Financial Services Program no longer offers products or services to support 401(a) retirement plans. In the past, the Financial Services Program had a vendor partner relationship with MetLife in this area. If you are an employee who has questions regarding a 401(a) account, please check with your school corporation’s human resources department or business manager to determine the contact information for answers to your questions.

Internal Revenue Code Section 403(b) Tax-Sheltered Annuity Plans

• The ISTA Financial Services Program no longer offers products or services to support 403(b) tax-sheltered annuity plans. In the past, the Financial Services Program had a vendor partner relationship with MetLife in this area. If you are an employee who has questions regarding a 403(b) account, please check with your school corporation’s human resources department or business manager to determine the contact information for answers to your questions.

Internal Revenue Code Section 125 Cafeteria Plans

• The ISTA Financial Services Program no longer offers products or services to support Section 125 cafeteria plans. In the past, the Financial Services Program had a vendor partner relationship with American Fidelity in this area. If you are an employee who has questions regarding a Section 125 cafeteria plan account, please check with your school corporation’s human resources department or business manager to determine the contact information for answers to your questions.

Contact Us

ISTA FSP
150 W. Market St., Suite 900
Indianapolis, IN 46204-2875

Phone: 317-263-3330
           800-466-1175

E-mail: ista@istafsp.org