Plan Details for Conejo Valley Unified School District, Thousand Oaks CA

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
1-800-662-1113
Please contact provider
Please contact provider
Please contact provider
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1-855-663-8692 or 1-800-584-6001
Please contact provider
General American Life
Please contact provider
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1-800-533-7881
Please contact provider
1-248-489-0101 or 1-877-457-9467
Please contact provider
Please contact provider
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1-800-242-1421 ext. 4500
Please contact provider
800-454-6265
Please contact provider
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1-800-732-8939
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Please contact provider
Pershing Funds
Please contact provider
Please contact provider
1-800-544-5445
1-855-663-8692 or 1-800-584-6001
Please contact provider
Please contact provider
1-800-242-1421 ext. 4500
Please contact provider
1-800-732-8939
Please contact provider
1-800-544-5445
1-800-888-2461
Please contact provider
1-855-663-8692 or 1-800-584-6001
1-800-888-2461
Please contact provider
Please contact provider
1-800-847-4836
1-800-842-2888
Please contact provider
United Teacher Associates Insurance Co (NC) - 403(b)
Please contact provider
Please contact provider
Please contact provider

Click Icons for Details:   Online Enrollment Available   Agent Contact Information Available   Additional Information Available Upon Request  
In accordance with California Education Code 25100, et seq., a complete list of the available vendors can be found at 403bcompare.com.

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.
Annuity Investors Life Ins. Co. **
National Health Insurance Company - 403(b) **
T. Rowe Price Trust Company **
United Teacher Assoc. Ins. Co **
USAA Life Insurance Co. **

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, IRA))

Please call to inquire

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).

Distributions
(i.e. Separation from Service, Attainment of 59 ½ years of age, Permanent Disability, or Death)

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
Please contact provider
1-800-732-8939
Please contact provider
1-800-888-2461
1-855-663-8692 or 1-800-584-6001

Click Icons for Details:   Online Enrollment Available   Agent Contact Information Available  

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

Plan Features

Loans

Available for qualified applicants

Unforeseeable Emergency Distributions

Available for qualified applicants

Transfers Into Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Available

Transfers Out of Plan
(A transfer of assets from one employer’s 457(b) plan to another)

Available

Contract Exchanges
(a change of investment within a 457(b) plan)

Available. Please note that a new investment provider must be participating in your Employer's 457(b) plan (see list above).

Final Three Year Catch-Up
(Permits employees to contribute up to twice the base limit in the three year period prior to the year in which the participant reaches the normal retirement age as defined by the plan. See form for details and limit amounts.)

Available

Distributions
(i.e. Separation from Service, Attainment of 70 ½ years of age, Permanent Disability, or Death)

Available

Rollover Contributions
(A contribution of a distribution from another plan (i.e. 401(k), 403(b), IRA))

Please call to inquire