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Plan Details     Oyster Bay-East Norwich CSD, Oyster Bay NY
403(b) Plan Details:

Current Plan Status: Active

Plan Features

Participating Service Providers

View OMNIOnline for Participants Tutorial

Forms
Eligible Employees
All Employees

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

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

Service Providers with a double asterisk notation (**) are not authorized to open new accounts.

AXA Equitable Life Insurance Company Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

Elliot Altman
PHONE:(516) 358 - 3769
EMAIL:elliot.altman@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.
GWN/Employee Deposit Acct Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

CGAA
PHONE:(631) 232 - 7900
EMAIL:cgaa@gwnsecurities.com
WEBSITE:www.gwnsecurities.com

Lincoln Investment Planning Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

Daniel Safranek
PHONE:(631) 366 - 2237
EMAIL:Dsafranek@lincolninvestment.com
WEBSITE:www.lincolninvestment.com

Lincoln Investment is a broker/dealer and investment advisory firm with more than 45 years' experience. Our mutual fund Custodial platform offers investment choices that include over 65 mutual fund families. Over 2,500 mutual funds are available on two platforms: RetirementSOLUTIONS is Lincoln Investment's proprietary, commission-based platform for consolidating retirement accounts, RetirementSOLUTIONSPREMIER is Lincoln Investment's proprietary, 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  
MetLife Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

Laurinda Ferreira
PHONE:(516) 686 - 7008
EMAIL:lferreira@blueocean.us.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
Mutual Inc/PlanMember Services Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

Richard Justino
PHONE:(631) 467 - 2211 x284
EMAIL:rjustino@planmembersec.com
WEBSITE:planmember.com/rjustino

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.
Mutual, Inc. ** 
Mutual, Inc. Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay 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.
Oppenheimer Shareholder Svcs. Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay 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
ROTH - GWN/Employee Deposit Acct Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

CGAA
PHONE:(631) 232 - 7900
EMAIL:cgaa@gwnsecurities.com
WEBSITE:www.gwnsecurities.com

ROTH - Legend Group/ADSERV Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

RUSSEL SANDS, CRC
PHONE:(631) 244 - 8201
EMAIL:russelsands@legendequities.com
WEBSITE:www.legendgroup.com

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.
ROTH - Mutual Inc. Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay 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.
ROTH - Voya Financial (Natl) Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

Jonathan Wicker
PHONE:(631) 755 - 0811
EMAIL:jonathan.wicker@voyafa.com

Stephan Coles
PHONE:(631) 755 - 0826
EMAIL:stephan.coles@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
The Legend Group/ADSERV Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay NY

RUSSEL SANDS, CRC
PHONE:(631) 244 - 8201
EMAIL:russelsands@legendequities.com
WEBSITE:www.legendgroup.com

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.
Voya Financial (Natl NY) Representative(s)
for Oyster Bay-East Norwich CSD, Oyster Bay 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


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

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):
  457 Salary Reduction Agreement - Online
  Salary Reduction Agreement - PDF

Final 3 Yr Catch-Up
Not permitted by organization

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