OMNI OnlineSM Secure Portal    Trouble Logging In? | Enroll Now
  User:   Password:      

Plan Details     Scarsdale UFSD, Scarsdale NY
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.
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.
Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom. With a history of more than 140 years, we provide retirement, savings and investment solutions as well as life insurance, that help families achieve their financial goals, protect their families and improve their communities. Foresters Financial Services, Inc. currently serves over 1,800 school districts throughout the United States. For more information, visit foresters.com, call 800 423 4026 or write to Foresters Financial Services, Inc. at 40 Wall Street, New York, NY 10005.
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
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.
Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom. With a history of more than 140 years, we provide retirement, savings and investment solutions as well as life insurance, that help families achieve their financial goals, protect their families and improve their communities. Foresters Financial Services, Inc. currently serves over 1,800 school districts throughout the United States. For more information, visit foresters.com, call 800 423 4026 or write to Foresters Financial Services, Inc. at 40 Wall Street, New York, NY 10005.
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.
For more than a century, our blend of financial expertise, shared values and service to members has set us apart. As the nation's largest fraternal benefit society, we're here solely to help others. Every day, we make a difference through the:
  • Financial solutions we offer.
  • Member activities we support.
  • Resources we provide the Lutheran community and nonprofit organizations.
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 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 Fund/Capital Guardian Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

1-800-628-6673
Fidelity Management Trust Co. Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

1-800-423-4026
MetLife Representative(s)
for Scarsdale UFSD, Scarsdale NY

MetLife  
Mutual Inc/PlanMember Services Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-624-0062
Oldham Resource Group, Inc. Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-626-6106
RiverSource Life Insurance Co of NY Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-297-2012
ROTH - Fidelity Management Trust Representative(s)
for Scarsdale UFSD, Scarsdale NY

ROTH - Foresters Financial (First Inv.) Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-423-4026
ROTH - Mutual/PlanMember Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-874-6910
The Legend Group/ADSERV Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-877-819-7455
Thrivent Financial for Lutherans Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-847-4836
VALIC Representative(s)
for Scarsdale UFSD, Scarsdale NY

VALIC  
1-888-569-7055
Vanguard Fiduciary Trust Co. Representative(s)
for Scarsdale UFSD, Scarsdale NY

Voya Financial (Natl NY) Representative(s)
for Scarsdale UFSD, Scarsdale NY

1-800-584-6001

Please note: The following Service Providers are no longer authorized to establish new 403(b) accounts for this plan. Employees currently contributing to one of these service providers may continue their contributions without interruption.

MetLife (FC)  
Wilton Reassurance Life Co of NY  


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


Salary Reduction Agreement (SRA):
>  PDF

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


Service Based Catch-Up Request:
>  Online
>  PDF


OMNI P3 and OMNIOnline are service marks of Omni Financial Group, Inc. DBA U.S. OMNI  | ©2017 Omni Financial Group, Inc.   ALL RIGHTS RESERVED
Facebook Twitter Facebook Participants Employers Advisors Experience Protection Service Education Experience Protection Service Education