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Plan Details     Standard School District, Bakersfield CA
403(b) Plan Details:

Current Plan Status: Active

Plan Features

Participating Service Providers

View OMNIOnline for Participants Tutorial

Forms
Eligible Employees
All Employees

Employer Non-Elective Contributions
Not Available

Loans
Available for qualified applicants

Financial Hardship Distribution
Available for qualified applicants

Transfers Into Plan (A transfer of assets from one employer’s 403(b) plan to another)
Available

Transfers Out of Plan (A transfer of assets from one employer’s 403(b) plan to another)
Available

Rollover Contributions (A contribution of a distribution from another plan (i.e. 401(k), 457, IRA))
Please call OMNI to inquire.

ROTH 403(b)
Not Available

Contract Exchanges (a change of investment within a 403(b) plan)
Available. Please note that a new investment provider must be participating in your Employer’s 403(b) plan. A list of your Employer’s participating providers can be found under the Participating Service Providers section.

Distributions (i.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death)
Available

Listed below are the Service Providers which currently participate in your organization's plan.

Service Providers with a double asterisk notation (**) are not authorized to accept new accounts under your employer's plan. Please contact OMNI® with any questions.

Where available, hyperlinks to the provider's website have been provided for your convenience.

In accordance with California Education Code 25100, et seq., a complete list of the available vendors can be found at 403bcompare.com.

Agent Info Available
Click icon next to fund name for details.
Online Enrollment Available
Click icon next to fund name for details.

American Funds Service Company Representative(s)
for Standard School District, Bakersfield CA

Americo Financial Life/Annuity Representative(s)
for Standard School District, Bakersfield CA

Ameriprise Financial Services, Inc. Representative(s)
for Standard School District, Bakersfield CA

Athene Annuity and Life (Aviva) Representative(s)
for Standard School District, Bakersfield CA

California Teachers Association (CTA) Representative(s)
for Standard School District, Bakersfield CA

Fidelity Management Trust Co. Representative(s)
for Standard School District, Bakersfield CA

Franklin Templeton Funds Representative(s)
for Standard School District, Bakersfield CA

Great American Insurance Group Representative(s)
for Standard School District, Bakersfield CA

Great American Insurance Group, a trusted leader in the 403(b) and 457 markets for over 30 years is a financial services company dedicated to providing retirement solutions to school employees. As a financially strong, American-owned company, Great American provides opportunities and value-add programs to help educators in and out of the classroom. With quality products and excellent service we are poised to offer retirement solutions for your school. Please contact our Direct Connect Team at (800) 438-3398, ext. 17197 for more information.
Industrial Alliance - (Sec.Ben.) Representative(s)
for Standard School District, Bakersfield CA

MetLife  
MetLife Representative(s)
for Standard School District, Bakersfield CA

MetLife Resources (MLR) is a division of Metropolitan Life Insurance Company that specializes in providing retirement plan products and other financial products and services to healthcare, educational, governmental and other nonprofit employers and their employees. With more than $36 billion in retirement assets1 under administration encompassing 20,000 employer groups2, MLR, as an industry leader, helps millions of employees plan and save for their retirement every day.

1 LIMRA Not-for-Profit Report, 3rd Qtr. 2013
2 MetLife Payroll Slot Report Data as of 3/31/2013
Midland National Life Insurance Representative(s)
for Standard School District, Bakersfield CA

National Life Group (LSW) Representative(s)
for Standard School District, Bakersfield CA

North American Co for Life and Health Representative(s)
for Standard School District, Bakersfield CA

NY Life Ins. & Annuity Corp. Representative(s)
for Standard School District, Bakersfield CA

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.
Oppenheimer Shareholder Svcs. Representative(s)
for Standard School District, Bakersfield CA

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
Pacific Life Insurance Company Representative(s)
for Standard School District, Bakersfield CA

Security Benefit Representative(s)
for Standard School District, Bakersfield CA

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/ADSERV Representative(s)
for Standard School District, Bakersfield CA

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.
VALIC  
VALIC Representative(s)
for Standard School District, Bakersfield CA

VALIC is a leading provider of supplemental retirement plans to public school employees across the country. Our national network of financial advisors offer a full service approach to retirement planning. VALIC advisors will meet with you, at your convenience, and assist in the design and implementation of a personalized retirement plan to fit your needs.
Voya Financial (Reliastar) Representative(s)
for Standard School District, Bakersfield CA

Voya Financial has been helping K-12 school district employees become "retirement ready" for more than 40 years. From local representatives for one-on-one meetings, to a suite of online tools and educational resources, Voya Financial can help you work toward the retirement you deserve. For more information, please call (800) 525-4225.
Salary Reduction Agreement (SRA):
  Salary Reduction Agreement - Online
  Salary Reduction Agreement - PDF

Service Based Catch-Up Request:
  Online Request Form
  Downloadable PDF Version

Plan Transactions:
For assistance determining the proper service provider transaction form to submit for your situation, please review our Transaction Instructions page for more information

  Death Claim
  Disability
  Distribution
  Exchange
  Hardship
  Loan
  QDRO
  Required Minimum Distribution
  Rollover
  Service Credit
  Transfer

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