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Plan Details     Scarsdale UFSD, Scarsdale NY
403(b) Plan Details:

Current Plan Status: Active

Plan Features

Participating Service Providers

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Forms
Eligible Employees
All employees, but employees who normally work fewer than 20 hours per week or student-teachers or teacher’s aides (i.e., persons 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. Please note: An employee normally works fewer than 20 hours per week if, for the 12-month period beginning on the date the employee's employment commenced, the employer reasonably expects the employee to work fewer than 1,000 hours of service (as defined under Section 410(a) (3) (C) of the Code) and, for each plan year ending after the close of that 12-month period, the employee has worked fewer than 1,000 hours of service.

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)
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.

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

American Fund/Capital Guardian Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

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.
Fidelity Management Trust Co. Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

MetLife  
MetLife Representative(s)
for Scarsdale UFSD, Scarsdale NY

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) ** 
MetLife (FC) Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

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.
Oldham Resource Group, Inc. Representative(s)
for Scarsdale UFSD, Scarsdale NY

RiverSource Life Insurance Co of NY Representative(s)
for Scarsdale UFSD, Scarsdale NY

ROTH - Fidelity Management Trust Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

ROTH - Mutual/PlanMember Representative(s)
for Scarsdale UFSD, Scarsdale NY

The Legend Group/ADSERV Representative(s)
for Scarsdale UFSD, Scarsdale NY

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.
Thrivent Financial for Lutherans Representative(s)
for Scarsdale UFSD, Scarsdale NY

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  
VALIC Representative(s)
for Scarsdale UFSD, Scarsdale NY

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.
Vanguard Fiduciary Trust Co. Representative(s)
for Scarsdale UFSD, Scarsdale NY

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

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
Wilton Reassurance Life Co of NY Representative(s)
for Scarsdale UFSD, Scarsdale NY



For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.
Salary Reduction Agreement (SRA):
  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

457 Plan Details:

Current Plan Status: Active


Participating Service Providers

View OMNIOnline for Participants Tutorial

Forms
457 Providers

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.




For any questions concerning your employers list of participating providers, please contact OMNI at 877-544-6664.
Salary Reduction Agreement (SRA):
  Salary Reduction Agreement - PDF

Final 3 Yr Catch-Up
Not permitted by organization

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