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406.6 Licensed Employee Tax Shelter Programs

PERSONNEL

406.6 - LICENSED EMPLOYEE TAX SHELTER PROGRAMS

Employees may elect to have amounts withheld from their pay for items authorized by law, subject to agreement of the district. The board may authorize the administration to make a payroll deduction for licensed employees' tax-sheltered annuity premiums purchased from a company or program if chosen by the board.

Licensed employees wishing to have payroll deductions for tax sheltered annuities will make a written request to the business manager.  
 
Note:  The school district time frame for adding or changing tax-sheltered annuities should be reflected in this policy, if the school district uses one.  The time frame should be inserted in the blank in the second paragraph.
 

Note: Boards should adopt IASB sample policies to meet the needs of the local district. Please ensure that the language contained in local policy is consistent with language contained in other district documents (e.g., handbooks, master contracts, etc.). 

For more detailed discussion of this issue, see IASB’s Policy Primer, Vol. 25 #4 – May 1, 2017.
 

Legal Reference:
Iowa Code §§ 260C; 273; 294.16.

 

I.C. Iowa Code
Description

Iowa Code § 260C
Community Colleges

Iowa Code § 273
AEAs

Iowa Code § 294.16
Teachers - Investment Contracts

Cross References

Code
Description

706.02
Payroll Deductions

Approved:                   1/21/99

Reviewed:                   1/18/2021

Revised:                      3/16/09, 12/16/2024