NOW is a perfect time to start planning for your retirement!  TRS and/or Social Security may not provide you with the lifestyle you deserve during your Golden Years! 

The WFISD 457 Plan provides each employee an opportunity to do just that.  You can invest in either a Fixed Interest product or an Equity Based product.  Each individual should determine their level of tolerance for risk associated with Equity based products prior to investing in any of these type of products.  Click on the links below for additional information about each of these options.  Don't wait any longer.  Every year that goes by costs you $100's of dollars in potential retirement benefits!

-Fixed Interest Product Options 

-Mutual Fund Options

-Mutual Fund Prospectus Links

To enroll in the Fixed Account option click on the link below

-Fixed Interest Enrollment Kit (print, complete, and return to the address below)

To enroll in the Mutual Fund Account option click on each link below, print and complete each form.

-Mutual Fund Account Agreement- (required form)

-Broker Dealer New Account Form- (required form)

-Broker Dealer Disclosure Form- (required form)

Select the Fund Application(s) below for the Fund(s) you wish to invest in- (required form)

American Funds    Fidelity Investments    MFS    Hartford       Pioneer  

Oppenheimer       Franklin Templeton      AIM   Van Kampen    Putman

 Return Completed enrollment kits to:

Kean Financial Services, Inc.

6791 Hwy 276 St. A

Royse City, Texas  75189