Litchfield School District

We are pleased to offer you a 403(b) plan to help you save for your future retirement on a tax sheltered basis.  The 403(b) plan is maintained by the Litchfield School District.  To view the approved 403(b) plan document, please click here.  You can access the 403(b) plan by accessing the CPI Participant Website at www.cpicrs.com, or by calling the CPI Participant Center at 1-877-488-4040.  You will need the SAU 27 403(b) Plan #:105894.

In order to enroll in the plan, you will need to review the options on the Approved 403(b) Plan Vendor List below and then contact the vendors to determine where you would like to invest your contributions.  The financial advisor(s) will provide you with the form(s) that will set up the contract or account with the vendor.  Once you complete the paperwork provided by your selected financial advisor(s) and have established a 403b account, you can use the webiste to make an election.  The CPI Participant Website can be accessed 24 hours a day, 7 days a week.

An approved vendor list is provided below:

*Fidelity enrollment forms are available in the HR Office.

For Participant instructions to access the CPI website, please click here.

In the future, to ensure that the requirements for loans and hardship withdrawals are met, you will need to obtain a voucher from CPI prior to receiving a loan or hardship withdrawal.  The voucher can be obtained throught the CPI Participant Website.  This voucher will need to be provided to your vendor(s) along with their standard forms.  The voucher is needed since it lets your vendors know that you have met the regulatory requirements.  The voucher does not guarantee that a loan or hardship withdrawal can be made, as each vendor may apply additional restrictions, but does verify that you have met the regulatory requirements to receive a loan or hardship withdrawal.

Also, if you want to make a contract exchange in the future (move money from one vendor to another), you will need to obtain a voucher from CPI.  The voucher can be obtained through the CPI Participant Website.  If the contract exchange is approved, you will be provided with a voucher, which will need to be provided to the transferring vendor along with the vendors transfer request forms.  It is important that a voucher is obtained before assets are transferred.  Any transfer that is made that does not comply with the final regulations could cause the loss of the tax-qualified status of the money transferred to the vendor.  If this happens, the money will become taxable to the participant.

If you have any questions regarding this information, please contact Deb Mahoney at  This email address is being protected from spambots. You need JavaScript enabled to view it. or 578-3570 X3331.