Plan Details for Mamaroneck UFSD, Mamaroneck NY

Current Status: Active

 Participating Investment Providers

Investment Types:    Fixed Annuity (F)   Fixed Index Annuity (FI)   Variable Annuity (VA)   Investment Advisory Service (RIA)   Mutual Funds (MF)   Not Offered
(F)(FI)(VA)(RIA)(MF)
Phone
1-800-297-2012
1-800-628-6673
803-354-5003
1-866-634-5873
1-800-628-6673
1-800-242-1421
Please contact provider
1-800-569-4903
1-855-663-8692 or 1-800-584-6001
1-800-242-1421
Please contact provider
1-800-569-4903
1-800-584-6001

Click Icons for Details:   Online Enrollment Available   Agent Contact Information Available   Additional Information Available Upon Request  

Grandfathered Funds
The following Investment Providers are no longer authorized to establish new accounts for this plan. Employees currently contributing to one of these Investment Providers may continue their contributions without interruption.

For any questions concerning your employers list of participating providers, please contact our Customer Care Team at 1.877.544.OMNI (6664).

Plan Features

Eligible Employees

All employees, but student-teachers or teacher’s aides (i.e., a person 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 in the Plan.

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

Service Based Catch-up
(Permits eligible employees with a given number of years of service to contribute additional money to their 403(b) beyond their base limit. See form for details and limit amounts.)

Available

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 457(b), IRA))

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 (see list above).

New Child Distribution

Available

Domestic Abuse Distribution

Available

Emergency Expense

Not Available
Current Status: Active

Participating Investment Providers

Investment Types:    Fixed Annuity (F)   Fixed Index Annuity (FI)   Variable Annuity (VA)   Investment Advisory Service (RIA)   Mutual Funds (MF)   Not Offered
(F)(FI)(VA)(RIA)(MF)
Phone
Please contact provider
1-800-422-8463
Please contact provider
1-800-422-8463

Click Icons for Details:   Online Enrollment Available   Agent Contact Information Available  
Please refer to your collective bargaining agreement to determine whether you are eligible to participate in the Distrct's 457 plan.

For any questions concerning your employers list of participating providers, please contact our Customer Care Team at 1.877.544.OMNI (6664).