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Plan Details     Spackenkill UFSD, Poughkeepsie 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.
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, 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.
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.
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
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.
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)
AXA Equitable Life Insurance Company Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

John Vita III
PHONE:(845) 452 - 5121
EMAIL:john.vita2@axa-advisors.com

1-800-628-6673
Faculty Services Corp. Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

1-845-297-0300
MetLife Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

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

William Devine
EMAIL:bdevine@planmembersec.com
WEBSITE:planmember.com/bdevine

1-800-624-0062
NY Life Ins. & Annuity Corp. Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

Patrica Heslin
PHONE:(914) 253 - 7253
EMAIL:phesline@ft.newyorklife.com

Steve Crabbe
PHONE:(845) 255 - 6460
EMAIL:sicrabbe@ft.newyorklife.com

1-800-225-5695
Oldham Resource Group, Inc. Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

1-800-626-6106
Oppenheimer Shareholder Svcs. Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

1-800-835-7305
RiverSource Life Insurance Co of NY Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

David Mazzetti
PHONE:(845) 454 - 3021
EMAIL:David.J.Mazzetti@ampf.com
WEBSITE:http://www.ameripriseadvisors.com/david.j.mazzetti

1-800-297-2012
Security Benefit Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

Mark Giordano
PHONE:(844) 993 - 6287
EMAIL:mgiordano@Focusfingroup.com
WEBSITE:www.nearetirementprogram.com

Ryan Russo
PHONE:(844) 993 - 6287
EMAIL:rrusso@focusfingroup.com
WEBSITE:www.nearetirementprogram.com

1-800-888-2461
TEG Fed CU/TSA Contributions Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

1-845-452-7323 x1222
VALIC Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

Michael Cappillino
PHONE:(518) 783 - 6464
EMAIL:michael.cappillino@valic.com

VALIC  
1-888-569-7055
Voya Financial (Natl NY) Representative(s)
for Spackenkill UFSD, Poughkeepsie NY

Jack Parise
PHONE:(845) 486 - 4197
EMAIL:john.parise@voyafa.com

Kimberly Contelmo
PHONE:(845) 483 - 7255
EMAIL:kimberly.contelmo@voyafa.com

1-800-584-6001

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.

American Fund/Capital Guardian  
Brighthouse Life Ins (MetLife CT/Travelers)  
Cadaret, Grant & Co.  
Diversified Investment Advisors  
Fidelity Management Trust Co.  
Fiduciary Trust Intl-Franklin Templeton  
Hartford Life Ins Co.  
Vanguard Fiduciary Trust Co.  
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):
>  Online
>  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


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