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Plan Details     Elwood Union Free School District, Greenlawn NY
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Current Status: Active

Fixed Annuity (F)

A fixed annuity is an annuity wherein the issuer (usually an insurance company) guarantees both the interest rate paid on invested dollars and the return of principal. The issuer guarantees that a minimum rate of interest will be paid on the annuity, but the actual rate of interest credited to the annuity is typically higher than the guaranteed rate. All of the premium payments that you make to the issuer will then compound (tax deferred) at least at this guaranteed rate of return, subject to the claims-paying ability of the annuity issuer.
Fixed Index Annuity (FI)

A fixed index annuity is a fixed annuity that is designed to mirror the performance of a stock market index (the Dow Jones or S&P 500, for instance). Fixed index annuities can provide returns that exceed those of traditional annuities, however are generally considered to offer lower returns than direct investment in common stock.
Variable Annuity (VA)

A variable annuity is a type of annuity that has a variety of investment options (called subaccounts) available for your selection. When you purchase a variable annuity, the annuity issuer offers you a choice of investment portfolios into which you can allocate your premiums. The investment choices may include general equity stocks, balanced portfolios, bonds, and other specialty investments, such as international stocks. Unlike a fixed annuity in which the issuer guarantees that a minimum rate of interest will be paid on your investment in the annuity, the issuer of a variable annuity does not guarantee or project any rate of return on the underlying investment portfolios. You, as the purchaser of the annuity, assume all risk on the underlying performance of the investment subaccounts that you select. Your return may be greater than or less than that of a fixed annuity.
Investment Advisory Services (RIA)

Investment advisory services work directly with the participant (either face-to-face or through telephone/internet communication). Investment advisory services will provide an array of services, ranging from general advice on retirement planning to specific counsel and, in some cases direct management of investments on your behalf. Investment advisory services are often obligated to abide by SEC regulations, and may be subject to criminal penalties for providing false or fraudulent counsel.
Mutual Funds (MF)

A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds, or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through brokers, banks, or financial planning or insurance professionals.
American Century Investments® is proud to participate in the Omni Group’s Preferred Provider Program(P3). We specialize in helping K-12 employees with a direct approach to investing. We offer no load mutual funds, easy online enrollment and a dedicated team committed to helping you invest for the retirement you want.

As a privately controlled and independent company, we are empowered to do the right thing for our clients, and our success funds a greater purpose. Through our unique ownership structure, more than 40% of our profits support the Stowers Institute for Medical Research — a biomedical research organization dedicated to improving quality of life by researching and uncovering the causes, treatment, and prevention of gene-based diseases such as cancer.

Learn more at www.americancentury.com/workplace - 800-345-3533
AXA is one of the nation's leading providers of retirement savings plans, including 403(b) plans for public schools nationwide. What makes AXA unique in the public school marketplace is that its 403(b) TSA funding vehicles, as well as other retirement and protection products, are made available through the Retirement Benefits Group, a specialized division of affiliate AXA Advisors, LLC. Over 1,000 local dedicated financial professionals in the Retirement Benefits Group currently serve 15,000 public schools and over 650,000 employees. For more information about our services visit us at axa.com/myretirementgoal.
Lincoln Investment is a broker/dealer and investment advisory firm with more than 45 years' experience. Our mutual fund Custodial platform offers investment choices that include over 65 mutual fund families. Over 2,500 mutual funds are available on two platforms: RetirementSOLUTIONS is Lincoln Investment's proprietary, commission-based platform for consolidating retirement accounts, RetirementSOLUTIONSPREMIER is Lincoln Investment's proprietary, fee-based platform which offers diversified mutual fund investment options, including no-load funds such as Vanguard Funds, and the ability to utilize professional money managers. We offer one-on-one investment counseling to help guide you to a sound financial future.
MetLife Resources (MLR) is a division of Metropolitan Life Insurance Company (MetLife) that specializes in implementing comprehensive defined contribution retirement plans for the nonprofit sector including educational, healthcare, governmental and other nonprofit employers. As a leader in the retirement services industry, our clients receive the best of both worlds — the institutional capabilities of one of the strongest and most respected financial service firms in the world coupled with personalized attention and a focus on the individual participant.
PlanMember Services along with its distribution partner Mutual, Inc., for nearly three decades, provides a diverse selection of investment options including mutual funds (including Vanguard & Fidelity), fixed and variable annuities and professionally managed mutual fund advisory services through a financial advisor. One consolidated application, salary reduction agreement and quarterly statements with access to account information online or through a participant call center. All participants are offered a complimentary plan and savings or retirement income analysis along with an online retirement plan review annual check-up. Employee retirement solutions all in one package. Contact us at 631-467-2211 or at 800-874-6910 for a local financial advisor in your area.
Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, to protect and preserve their financial security. Since 1845, we’ve been making sure our clients are prepared for whatever life has in store and that we will be there to help them face the future with confidence. We appreciate that we are being trusted with your most important assets, your family and your business. We take that responsibility seriously. For nearly 170 years, we’ve kept our promises to our customers. Keeping our promises to policy owners is just good business. Taking the actions needed to make sure we can deliver has helped us earn the highest possible ratings currently awarded to any life insurer for financial strength from each of the four credit-rating agencies. Out of roughly 1,000 life insurers doing business in the United States today, New York Life is one of only three to earn that distinction.
OppenheimerFunds, Inc. has been helping plan participants achieve their financial goals since 1960, and have been offering 403(b)(7) plans since 1983. We are one of the nation’s largest and most respected asset management firms. Our 403(b) plan offers a flexible, long-term savings solution, solid investment options and investor services and support. All 403(b)(7) participants have access to oppenheimerfunds.com or can call OppenheimerFunds Retirement Plans Services at 800.835.7305 for assistance.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc. RPL0005.192
PRIMERICA - a full service financial firm provides
  • retirement planning (403b, 401k, IRAs)
  • insurance - life, auto, home
  • long term care
  • children's educational funding
  • FNA - completely free financial assessment to establish goals and priorities
  • investment choices (among others) Legg Mason, Invesco, American Century, Fidelity
For more than 40 years, Security Benefit has helped education employees travel down the path To and Through Retirement®. Let us help you take the first step and move in the right direction.
The Legend Group is a 403(b)/457(b) investment provider offering quality investment solutions like American Funds, Fidelity Advisor Funds, Oppenheimer Funds, BlackRock Funds, Waddell & Reed, and Security Benefit to name a few of the 80+ mutual fund families available through the Legend offering.The Legend Group has worked with employers to help their employees prepare for their retirement for nearly 50 years. Contact a Legend Group Financial Professional today.
Voya Financial has designed Opportunity Plus - a tax-deferred variable annuity contract issued by Voya Financial (formerly ING Life insurance and Annuity Company) - specifically for the New York State public education faculty and staff. Local Voya Financial representatives are available to help you understand your choices, and work with you to review and adjust your plan to ensure it keeps pace with the changes in your life. Find your local Voya Financial representative at oppplus.beready2retire.com
(F) (FI) (VA) (RIA) (MF)
American Century Services LLC Representative(s)
for Elwood Union Free School District, Greenlawn NY

1-800-345-3533
Ameriprise Financial Services, Inc. Representative(s)
for Elwood Union Free School District, Greenlawn NY

Lawrence Rosen
PHONE:(914) 909 - 6470
EMAIL:Lawrence.J.Rosen@ampf.com
WEBSITE:http://www.ameripriseadvisors.com/lawrence.j.rosen

1-800-297-2012
AXA Equitable Life Insurance Company Representative(s)
for Elwood Union Free School District, Greenlawn NY

Raymond ten Hoopen
PHONE:(516) 358 - 3773
EMAIL:raymond.ten-hoopen@axa-advisors.com

1-800-628-6673
Lincoln Investment Planning Representative(s)
for Elwood Union Free School District, Greenlawn NY

Dom Noya
PHONE:(631) 224 - 5110
EMAIL:dnoya@lincolninvestment.com
WEBSITE:www.lincolninvestment.com

1-800-242-1421 ext. 4500
MetLife Representative(s)
for Elwood Union Free School District, Greenlawn NY

MetLife  
Mutual Inc/PlanMember Services Representative(s)
for Elwood Union Free School District, Greenlawn NY

Marc Zimmerman
PHONE:(631) 467 - 2211 Ext208
EMAIL:mzimmerman@planmembersec.com
WEBSITE:planmember.com/mzimmerman

1-800-624-0062
NY Life Ins. & Annuity Corp. Representative(s)
for Elwood Union Free School District, Greenlawn NY

Drew Schmidt
PHONE:(631) 391 - 2966
EMAIL:drew@rsafinancialgroup.com

Mark Dowd
PHONE:(631) 708 - 6849
EMAIL:mcdowd@ft.newyorklife.com

Sandra Scanni
PHONE:(631) 327 - 5791
EMAIL:sscanni@ft.newyorklife.com

Stephen Scherrer
PHONE:(845) 238 - 6680
EMAIL:sscherrer@ft.newyorklife.com

1-800-225-5695
Oppenheimer Shareholder Svcs. Representative(s)
for Elwood Union Free School District, Greenlawn NY

1-800-835-7305
Primerica Financial Services Representative(s)
for Elwood Union Free School District, Greenlawn NY

1-800-544-5445
Security Benefit Representative(s)
for Elwood Union Free School District, Greenlawn NY

Stephanie Ethe
PHONE:(631) 232 - 7900
EMAIL:sethe@gwnsecurities.com
WEBSITE:www.nearetirementprogram.com

1-800-888-2461
The Legend Group/ADSERV Representative(s)
for Elwood Union Free School District, Greenlawn NY

RONALD POSNACK, CFP, CFS, CMFC
PHONE:(631) 689 - 1920
EMAIL:ronaldposnack@legendequities.com
WEBSITE:www.legendgroup.com

1-877-819-7455
Voya Financial (Natl NY) Representative(s)
for Elwood Union Free School District, Greenlawn NY

Sal LaRocca CLU®
PHONE:(631) 755 - 0824
EMAIL:sal.larocca@voyafa.com

1-800-584-6001

Effective July 1 2014, the following Service Providers are no longer authorized to establish new 403(b) accounts for this plan. Please note, Employees contributing to one of these service providers as of July 1, 2014 may continue their contributions without interruption.

Fidelity Management Trust  
T. Rowe Price Trust Company  
Vanguard Fiduciary Trust Co.  


For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.


  Salary Reduction Agreement (SRA):
>  Online >  PDF

For assistance determining the proper service provider transaction form to submit for your situation, please review our Transaction Instructions page.

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