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Plan Details     Greenwood Lake UFSD, Greenwood Lake NY
403(b) Plan Details:

Current Plan Status: Active

Plan Features

Participating Service Providers

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Forms
Eligible Employees
All employees, but student-teachers or teacher’s aides (i.e., a person providing service on a temporary basis while attending a school, college or university) described in Code section 3121(b)(10) are not eligible to participate in the Plan.

Employer Non-Elective Contributions
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

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

Ameriprise Financial Services, Inc. Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

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

AXA Equitable Life Insurance Company Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

Nicholas Galente
PHONE:(845) 475 - 3260
EMAIL:ngalente@aspire-financialgroup.com

Patrick Ford
PHONE:(845) 475 - 3254
EMAIL:patrick.ford@axa-advisors.com

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.
Faculty Services Corp. Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

Foresters Financial (First Investors) Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

MetLife  
MetLife Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

Thomas Sciarra
PHONE:(908) 656 - 4437
EMAIL:tsciarra@barnumfg.com

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
MetLife (FC) Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

Thomas Sciarra
PHONE:(908) 656 - 4437
EMAIL:tsciarra@barnumfg.com

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
Oppenheimer Shareholder Svcs. Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

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
Voya Financial (Natl NY) Representative(s)
for Greenwood Lake UFSD, Greenwood Lake NY

Cory Marchbanks
PHONE:(845) 330 - 2535
EMAIL:corymarchbanks@voyafa.com

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

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

Unity Mutual Life  
USAA Life Insurance Co.  
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):
  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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