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Plan Details     Seneca Falls CSD, Seneca Falls 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.
Aspire is a full-service, open-architecture provider of 403(b) and 457 programs offering participants and plans the freedom to work with the investments, money managers and financial advisors of their choosing. Aspire403b.com's Plan Search feature makes it easy to start and complete the entire enrollment process and manage your account. Thousands of investments are available, including low cost mutual funds from hundreds of fund families. Participants can self-select or work directly with their financial advisor to assist in investment decisions. Smart retirement solutions by Aspire.
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.
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
Lincoln Investment is a broker/dealer and investment advisory firm with 50 years' experience. Our mutual fund Custodial platform offers investment choices that include over 90 mutual fund families. Over 3,000 mutual funds are available on two platforms: Retirement Solutions is Lincoln Investment's commission-based platform for consolidating retirement accounts, Retirement Solutions Premier is Lincoln Investment's 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.
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.
PlanMember Services, 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 PlanMember Program Representative. 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 analysis along with an online retirement plan review annual check-up. Employee retirement solutions all in one package. Contact us at 800-874-6910 for a local PlanMember Program Representative in your area.
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.
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.
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.
(F) (FI) (VA) (RIA) (MF)
Aspire Financial Services Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-866-634-5873
AXA Equitable Life Insurance Company Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Greg Ronneburger
PHONE:(315) 425 - 6334
EMAIL:gregory.ronneburger@axa-advisors.com
WEBSITE:www.cnyretirementplanning.com

1-800-628-6673
FTJ Fundchoice, Inc Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-800-379-2513
GWN/Employee Deposit Acct Representative(s)
for Seneca Falls CSD, Seneca Falls NY

GWN Securities Inc
PHONE:(866) 650 - 0132
EMAIL:gwn@gwnsecurities.com
WEBSITE:www.gwnsecurities.com

1-866-650-0132
Invesco OppenheimerFunds Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-800-835-7305
Lincoln Investment Planning Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Meghan Schneible
PHONE:(585) 678 - 9440
EMAIL:mschneible@lincolninvestment.com
WEBSITE:www.lincolninvestment.com

1-800-242-1421 ext. 4500
MetLife Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Jim Franks
PHONE:(631) 636 - 7781
EMAIL:jfranks@metlife.com

MetLife  
NY Life Ins. & Annuity Corp. Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Joseph Pikulinski
PHONE:(585) 490 - 0271
EMAIL:jpikulins@ft.newyorklife.com

1-800-225-5695
PlanMember Services Corp. Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Bill Mack, ChFC®, CLU®, LTCP
PHONE:(518) 372 - 6996
EMAIL:wmack@planmembersec.com
WEBSITE:www.planmember.com/wmack

Steve Burgess
PHONE:(615) 587 - 0067
EMAIL:steveburgess@planmembersec.com
WEBSITE:www.planmember.com/sburgess

1-800-874-6910
RiverSource Life Insurance Co of NY Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-800-297-2012
Security Benefit Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-800-888-2461
TEG Fed CU/TSA Contributions Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-845-452-7323 x1222
The Legend Group/ADSERV Representative(s)
for Seneca Falls CSD, Seneca Falls NY

LEE KERN, CRC
PHONE:(585) 272 - 8470
EMAIL:leekern@legendequities.com
WEBSITE:www.legendgrouprochester.com

1-877-819-7455
Thrivent Financial for Lutherans Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-800-847-4836
Voya Financial (VRIAC) Representative(s)
for Seneca Falls CSD, Seneca Falls NY

Julie Lyon
PHONE:(716) 626 - 3922
EMAIL:juliea.lyon@voya.com

1-800-584-6001
Waddell & Reed Inc. Representative(s)
for Seneca Falls CSD, Seneca Falls NY

1-888-923-3355

Effective July 1 2012, 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, 2012 may continue their contributions without interruption.

Fidelity Management Trust Co.  


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


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